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50,030 Results
Unclaimed

Connors Investor Services Inc.

location

WYOMISSING, PA

0 Disclosures

ADVISOR BIO

Ryan F. McCallum is an investment advisor representative with Connors Investor Services Inc., based in Wyomissing, Pennsylvania. Ryan has been in the financial services industry for over 15 years. Ryan has a broad range of experience working with clients of all types, including high net worth individuals, corporations, pension and profit sharing plans, charitable organizations and state or municipal government entities. Prior to joining Connors Investor Services Inc., Ryan worked for LPL Financial LLC, Wells Fargo Advisors, LLC, UVEST Financial Services Group, Inc., Wachovia Securities, LLC and Planco Financial Services, LLC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

COLORADO SPRINGS, CO

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Kennedy is a financial advisor who is registered with Stifel, Nicolaus & Company, Inc. and has been in the industry since 2012. Ryan Kennedy holds Series 7 and Series 66 licenses. Ryan Kennedy has been associated with Stifel, Nicolaus & Company, Inc. since 2021, and was previously associated with Morgan Stanley from 2014 to 2021 and Ameriprise Financial Services, Inc. from 2012 to 2013. Ryan Kennedy is registered to provide investment advice in 42 states and has worked in Colorado Springs, Tampa, Las Vegas, Pueblo, and New York.

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
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ®,CFA ® (Certifications)

location

PENSACOLA, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Douglas Patton is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Pensacola, Florida. Ryan Patton has been in the securities industry since February 29, 2012. Ryan Patton is a Certified Financial Planner and a Chartered Financial Analyst.

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
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Ryan Morrow is an Investment Advisor Representative with Fisher Investments. Ryan has been in the industry since April 2014. Ryan is registered with the state of Washington and Texas. Ryan holds the Series 65 license. Ryan currently works at the Fisher Investments branch office located in Plano, Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Buffalo Grove, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Bagarella is a financial advisor in Buffalo Grove, Illinois. Ryan has been in the financial services industry since 2017. Ryan is a Registered Representative of Robert W. Baird & Co. Inc. and is registered with the states of Illinois and Wisconsin. Ryan has passed the Series 7, Series 9, Series 10, Series 66, and SIE exams. Ryan has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Corient | CFP ®,PFS ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Ryan Halpern is a financial advisor with over 10 years of experience in the industry. Ryan is a Certified Financial Planner and Personal Financial Specialist and has a Series 65 license. Ryan is currently registered with Corient in Georgia and Texas. Ryan specializes in working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Ryan provides a variety of financial advisory services, including financial planning, portfolio management, pension consulting, educational seminars, and market timing services. Ryan is committed to providing his clients with personalized financial advice that meets their unique needs and goals.

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

OLD City Partners LLC

location

CLIFTON, NJ

experience

15 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ryan C Gold is a registered investment advisor representative with Old City Partners LLC. Ryan has been working in the financial services industry since 2009. He is a Series 3, 7 and 63 licensed professional. Ryan has previously held positions at J.H. Darbie & Co., Inc., KISKI Securities LLC and Credit Suisse Securities (USA) LLC. Ryan C Gold is a registered representative of Old City Partners LLC. Ryan has a background in investment consulting and asset management, and he serves as a member of the Board of Directors for Qualitas Investments Pty Ltd. Ryan specializes in providing advisory services for investors into pooled investment vehicles.

SPECIALIZATIONS

ADVISORY SERVICES FOR INVESTORS INTO POOLED INVESTMENT VEHICLES.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

SEI Investments Management Corp.

location

OAKS, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Cavanagh is a registered representative and investment advisor representative at SEI Investments Management Corp. Ryan has been in the industry since July 2023 and holds the Series 66, Series 7, and SIE licenses. Ryan's previous experience includes working at Equitable Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Ryan Lundgren is an investment advisor representative with Fisher Investments, based in Plano, Texas. Ryan is registered in Florida and Texas. Ryan has been in the industry since 2018. Ryan holds a Series 65 license and has experience working with high-net-worth individuals, corporations, and charitable organizations. Ryan specializes in providing portfolio management services, financial planning, and portfolio assessment.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Worch Capital LLC

location

ROCKVILLE, MD

0 Disclosures

ADVISOR BIO

Ryan Francis Worch is an Investment Advisor Representative at Worch Capital LLC. Worch Capital LLC is an active Investment Advisor with offices in Rockville, MD. Ryan has been in the industry for over 20 years. Ryan has passed the Series 63, 65, and 66 exams, and is registered in the state of Maryland. Ryan specializes in portfolio management for individuals and pooled investment vehicles. Ryan also provides consulting services for professional investment managers.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
CONSULTING SERVICES FOR PROFESSIONAL INVESTMENT MANAGERS
Portfolio Management for Pooled Investment Vehicles

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