Years of Experience
5-20+ Years
NEWPORT BEACH, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Ryan Hollaender is an investment advisor representative at UBS Financial Services Inc. Ryan has been in the industry since 2010. Ryan has a Series 66, Series 10, Series 9, Series 3, and Series 7 licenses. Ryan is registered in 23 states. Ryan has specializations in 1, 2, 3, 4, 5, 6, and 9. UBS Financial Services Inc. has over $50 billion in assets under management. The firm offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
Westlake Village, CA
0 Disclosures
ADVISOR BIO
Ryan Parker is a financial advisor at Morgan Stanley. Ryan has been in the financial industry since 2007 and holds multiple licenses and certifications including the Series 7TO, Series 66 and SIE exams. Ryan is registered in all 50 states and the District of Columbia for both Broker-Dealer and Investment Advisory services. Ryan has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and investment companies. Ryan is committed to providing personalized financial advice and helping clients achieve their financial goals.
SPECIALIZATIONS
LOS ANGELES, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Ryan James Ford is a financial professional with J.p. Morgan Securities LLC. Ryan has been in the industry since September 12, 2023 and specializes in providing a variety of financial services. Ryan has obtained the Series 63, Series 6TO, and SIE licenses.
SPECIALIZATIONS
WALNUT CREEK, CA
0 Disclosures
ADVISOR BIO
Ryan Patrick Wells is an investment advisor representative with Pathwise. Ryan has been a registered investment advisor representative since 2007. Prior to joining Pathwise, Ryan worked at LPL FINANCIAL LLC and MML INVESTORS SERVICES, INC. Ryan holds Series 6, 7, 24, 63, and 65 licenses. Ryan has experience providing financial planning, portfolio management, and pension consulting. Ryan specializes in working with high-net-worth individuals and pension and profit-sharing plans.
SPECIALIZATIONS
Los Angeles, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Ryan James White is a financial advisor currently working with Rockefeller Financial LLC. Ryan has been in the industry since December 6, 2022. Ryan is registered as a broker-dealer and an investment advisor representative. Ryan has passed the Series 7TO, SIE, and Series 66 exams. Ryan's specializations include investment advisory services, portfolio management for individuals and businesses, financial planning, and pension consulting.
SPECIALIZATIONS
SACRAMENTO, CA
0 Disclosures
ADVISOR BIO
Ryan Michael Depew is a registered Investment Advisor Representative with Allworth Financial, LP. Ryan has been in the financial services industry since January 2017. Ryan is currently registered in Texas. Ryan has a background in the United States Air Force and holds several professional designations.
SPECIALIZATIONS
CARLSBAD, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Ryan Montes is a financial advisor with J.P. Morgan Securities LLC in Carlsbad, CA. Ryan has been in the financial industry since 2016 and has experience working with individuals, businesses, insurance companies, charitable organizations, and pension and profit sharing plans. Ryan has licenses and registrations in multiple states, including Texas and California. Ryan holds a Series 7, Series 66, and SIE licenses. In addition to working with J.P. Morgan Securities LLC, Ryan has also worked for other financial firms such as E*TRADE Securities LLC and TD Ameritrade, Inc.
SPECIALIZATIONS
SAN DIEGO, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Ryan Evans Kirby is a financial advisor who has been in the industry since 2007. Ryan is a registered representative with LPL Financial LLC, and holds registrations in both California and Texas. Ryan has a broad range of experience in the financial services industry, and specializes in providing personalized investment advice to individuals, families, and businesses. Ryan's approach is to understand his clients' financial goals and objectives and then develop customized strategies to help them achieve their goals. Ryan is committed to providing his clients with the highest level of service and guidance.
SPECIALIZATIONS
SAN FRANCISCO, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Ryan James Cavanagh is a financial advisor at J.P. Morgan Securities LLC in San Francisco, California. Ryan has been in the industry since 2023 and is licensed in 53 states and Puerto Rico. His specializations include investment strategies, financial planning, portfolio management and selection of other advisors.
SPECIALIZATIONS
ROLLING HILLS, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Ryan Thomas Fisher is a financial advisor with Morgan Stanley. Ryan is a registered representative of Morgan Stanley and holds a Series 7, Series 55, Series 63 and Series 65 license. Ryan has been working in the financial services industry since October 2005. Ryan is registered to provide investment advice in California and Texas. Ryan has worked at several firms in the past, including E*TRADE SECURITIES LLC, Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC. Ryan has extensive experience in providing a variety of financial services to individual investors, businesses, and institutions.
SPECIALIZATIONS