Ryan RoseCRD Number: 5813555
Current Firm: Cetera Investment Advisers LLC
Ryan Rose (CRD# 5813555) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Cetera Investment Advisers LLC||St. Cloud, MN||Jul 2019 - Current||3|
|Cetera Investment Services LLC||St Cloud, MN||Jun 2019 - Current||3|
|Foresters Financial Services||San Diego, CA||Sep 2010 - Jun 2019||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2010|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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