Ryan Serreyn, financial advisor Marshall MN
93 score

Ryan Serreyn

CRD Number: 5353629
Current Firm: Raymond James Financial Services Advisors, Inc.

Ryan Serreyn (CRD# 5353629) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marshall, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Marshall, MN Jul 2017 - Current < 1
Raymond James Financial Services, Inc. Marshall, MN Jun 2017 - Current < 1
Ameriprise Financial Services, Inc. Marshall, MN Jun 2007 - Jun 2017 10
Ameriprise Financial Marshall, MN May 2007 - Oct 2009 2
University Of Minnesota Duluth Duluth, MN Sep 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Ryan R. Serreyn
Phone Number: 727-567-3020
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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