ADVISOR BIO

Ryan Rakesh Popat is an investment advisor representative with LPL Financial LLC and has been in the industry since 2023. Ryan Rakesh Popat is registered with the state of California. Ryan Rakesh Popat specializes in investment management, financial planning, and consulting. Ryan Rakesh Popat has a series 66 license which qualifies them to provide investment advice. Ryan Rakesh Popat also has a Series 7 and a SIE license. Ryan Rakesh Popat has a food truck business.

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ADVISOR BIO

Ryan McGuire is an Investment Advisor Representative at Westshore Wealth. Ryan has been in the industry since 2007 and is registered with the state of California. Ryan has a strong background in financial planning and portfolio management. Ryan also provides investment advice to individuals and pension consulting services.

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ADVISOR BIO

Ryan Cardiff is an investment advisor representative registered with UBS Financial Services Inc., licensed in both California and Texas. Ryan joined UBS in January 2023 and brings with him a wealth of experience in the financial services industry. Previously, Ryan held roles at Morgan Stanley, First Republic Securities Company, LLC, and First Republic Bank. Ryan's dedication to providing personalized financial guidance is evident in the comprehensive range of services he offers.

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ADVISOR BIO

Ryan Olivier is a registered representative at Wells Fargo Clearing Services, LLC and is based in Walnut Creek, California. Ryan has been in the industry for several years and is licensed in several states including California, Texas, Nevada, Oregon, Florida and Arizona. Ryan holds a Series 66 and Series 7TO licenses. Ryan previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Equitable Advisors, LLC.

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ADVISOR BIO

Ryan Tran is a financial advisor who has been in the industry since 2012. Ryan Tran is a registered representative with Principal Securities, Inc., and is also a registered investment advisor in California. Ryan Tran has experience providing financial planning, investment advice, and insurance products. Ryan Tran is also associated with The Prudential Insurance Company of America.

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ADVISOR BIO

Ryan Morrissey is a financial advisor at Morgan Stanley. Ryan has been in the industry since 2018 and is licensed in several states. Ryan holds the Series 7, Series 66, and SIE licenses and is registered with FINRA. Ryan has experience in providing financial planning, portfolio management, and investment advice.

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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.

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ADVISOR BIO

Ryan Ward is a financial professional with over 10 years of experience in the industry. He is registered with J.p. Morgan Securities LLC and holds multiple licenses including Series 3, 7, and 63. Ryan has a broad range of expertise in various financial areas. He is also registered in over 50 states, demonstrating his commitment to serving clients across the country.

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ADVISOR BIO

Ryan Coolidge is a financial advisor at D.a. Davidson & Co., a firm with a focus on providing financial planning, portfolio management, and investment advisory services to a diverse range of clients, including individuals, families, businesses, and institutions. Ryan holds a Series 7, 63, 52 and 79 license and is registered to conduct business in California, Oregon and Utah. Ryan joined D.a. Davidson & Co. in 2021. Before that, Ryan worked at TD Ameritrade. Ryan has a wealth of experience in the financial services industry and is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Ryan Christopher Edwards is a financial advisor at LPL Financial LLC. Ryan has been in the industry for over 10 years, and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ryan has experience with clients of all types, including individuals, families, corporations, charitable organizations, and pension and profit sharing plans. He holds a Series 7, 66 and SIE license and is registered to provide investment advice in California and Texas. Ryan has also worked with various companies throughout his career, including UrbanFootprint, Ekata, Unearth Technologies, Princeton University and Cornell University. He has a strong background in business and finance. Ryan is committed to helping his clients achieve their financial goals.

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