Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winifred? Claim Your ProfileWinifred Wai yi Ryan is a registered representative with Next Financial Group, Inc. Winifred Wai yi Ryan has been in the securities industry since December 3, 1998 and has been with Next Financial Group, Inc. since January 2000. Winifred Wai yi Ryan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Winifred Wai yi Ryan is also registered with the following state securities authorities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Winifred Wai yi Ryan holds the following licenses: Series 63, Series 66, and Series 7. Winifred Wai yi Ryan has also passed the SIE and Series 24 examinations. Winifred Wai yi Ryan is a registered investment advisor with Next Financial Group, Inc. and is licensed to provide financial planning services. Winifred Wai yi Ryan is a member of the Next Financial Group, Inc. branch office located in Eden Prairie, Minnesota. Winifred Wai yi Ryan is also registered with the Next Financial Group, Inc. branch office located in Bradenton, Florida.
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.
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/workshop attendance fees
1
2
MN
08/02/2013 - Present
Next Financial Group, Inc. (EDEN PRAIRIE MN)
GA
12/01/1998 - 12/31/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 08/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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