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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Duluth, MN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Johnson is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Ryan has been working in the financial services industry since 2012 and holds Series 7, 66, and SIE licenses. Ryan is registered to provide investment advisory services in Arizona, Florida, Illinois, Minnesota, Missouri, Montana, Nevada, North Dakota, South Carolina, South Dakota, Texas, Washington, and Wisconsin. Ryan also has a registration as an investment advisor representative in Texas. Prior to joining Cambridge Investment Research Advisors, Inc., Ryan worked as an investment advisor representative for Symphonic Securities LLC and Morgan Stanley. Ryan is currently registered with Cambridge Investment Research Advisors, Inc. and is located in Duluth, Minnesota.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PASADENA, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Suarez is a financial advisor with over 2 years of experience in the industry. Ryan Suarez is currently registered with GWN Securities Inc. in Pasadena, California. Ryan Suarez has passed the Series 7TO, Series 63 and SIE exams. Ryan Suarez was previously registered with EQUITABLE ADVISORS, LLC in Los Angeles, California. Ryan Suarez specializes in providing financial planning services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Asheville, NC

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Moran is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Ryan has been a registered representative since 2002 and is currently licensed to practice in North Carolina. Previously, Ryan was registered with Lincoln Financial Securities Corporation, Wells Fargo Clearing Services, LLC, Capital Investment Group, Inc., and Morgan Stanley DW Inc. Ryan holds FINRA Series 7, 31, and 66 licenses and the SIE exam. Ryan has experience working with individuals, high-net-worth individuals, pensions, and charitable organizations. Ryan specializes in financial planning, investment management, and educational seminars. Ryan is also an independent insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Marion, IA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Norton is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Ryan has been in the securities industry since July 15, 2013. Ryan has 2 state registrations and 3 product registrations. Ryan is a Certified Financial Planner and is active in 17 states: Arizona, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Minnesota, Missouri, Montana, North Carolina, Ohio, Tennessee, Texas, Washington, and the District of Columbia. Ryan's current branch office is located at 880 13th St, Marion, IA 52302.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

Knoxville, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Tenry is a financial advisor registered with Cambridge Investment Research Advisors, Inc., a registered investment advisor. Ryan has been in the financial services industry since 2008 and holds multiple licenses and certifications. Ryan has worked with various financial services firms during his career, including Simmons First Investment Group, Inc., LPL Financial LLC, and MML Investors Services, LLC. Ryan currently serves as a registered representative with Cambridge Investment Research Advisors, Inc. and operates in a branch office in Knoxville, TN. Ryan specializes in working with individuals and families in developing financial plans. He has experience working with high-net-worth individuals, individuals other than high-net-worth individuals, and various other client types. Ryan also has experience providing financial services to pension and profit-sharing plans and state or municipal government entities. Ryan is a Certified Financial Planner and a Chartered Financial Consultant.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Metzger is a financial advisor currently registered with GWN Securities Inc. Ryan has been in the securities industry for over 10 years, starting their career at AXA Advisors, LLC in 2013. Ryan is registered with several states, including Arizona, California, Massachusetts, and New York. Ryan holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials Examination (SIE). Ryan is a financial planner and also provides market timing services and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Coralville, IA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ryne Schooley is a financial advisor with Cambridge Investment Research Advisors, Inc. Ryne has over 2 years of experience in the financial services industry. Ryne holds Series 63 and 65 licenses, as well as Series 6TO and the SIE exam. Ryne is registered to offer investment advice in Illinois, Iowa, Kansas and Washington. In addition to being an advisor, Ryne also acts as an independent insurance agent and is employed by Business and Financial Strategies LLC. Ryne specializes in helping individuals and families achieve their financial goals through a variety of investment and insurance products and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

Morristown, NJ

0 Disclosures

ADVISOR BIO

Sabrina Martins is an Investment Advisor Representative at Corient. Sabrina is registered with the state of New Jersey and has been in the industry since 2023. Sabrina received her Series 65 license on 9/18/2023. Sabrina specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, corporations and other businesses, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, insurance companies, and other trusts and PPLI. Sabrina works out of the Morristown, NJ office of Corient. Corient is a firm that provides financial planning and portfolio management services to a variety of clients. Corient has a large client base, managing over $118 billion in assets. Corient is headquartered in Miami, Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Sachiko Karelle Mahabeer is an investment professional with a career in the financial services industry. Sachiko has a Series 6TO, Series 26, and a Securities Industry Essentials license, and is registered in Florida. Sachiko is currently associated with GWN Securities Inc. and has been working in the financial services industry since June 2022. Sachiko specializes in financial planning, portfolio management for individuals and market timing services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Corient | CFA ® (Certifications)

location

MORRISTOWN, NJ

0 Disclosures

ADVISOR BIO

Sagar Kishor Shah is a financial advisor with Corient, a firm based in Miami, Florida. Sagar is registered with the state of New Jersey and New York. Sagar has a background in finance and holds the Chartered Financial Analyst designation. Sagar has experience in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals

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