Ryan Valentine (CRD# 2733351) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 6394717
Sanctuary Advisors, LLC
CRD# 1660255
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank Ssb | Indianapolis, IN | May 2021 - Current | 3 |
Charles Schwab & Company, Inc. | Indianapolis, IN | Apr 2019 - Current | 5 |
Puppy Pitstop | Speedway, IN | Jan 2014 - Current | 10 |
Ey | Indianapolis, IN | Mar 2015 - Feb 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
S63 | Uniform Securities State Law Examination | Sep 2019 |
S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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