Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ryan is an active registered representative who has been in the securities industry since 1985. William is currently registered with SPC and Raymond James Financial Services, Inc., and has held previous registrations with several other firms. William has passed the Series 7, 63, 66, 4, and 8 exams, and is licensed to sell non-variable insurance products through various FMOs and insurance companies. William is also a registered Investment Advisor Representative in Michigan. William is dedicated to providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
04/16/2010 - Present
SPC (ANN ARBOR MI)
MI
09/18/2001 - 11/01/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (MILFORD MI)
FL
09/10/1998 - 10/11/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
08/04/1995 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MI
07/23/1985 - 08/22/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 02/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/20/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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