Tech Wealth ManagementFinancial Advisor, Cetera Investment Services, LLC*Phone: firstname.lastname@example.orgEmail
Ryan Mitchell is a Financial Advisor, Cetera Investment Services LLC, with extensive experience managing investments for both individual and institutional investors. He began his career with Morgan Stanley in San Francisco, and also held senior level investment advisory positions at E*TRADE. Most recently, Ryan was a Senior Vice President at StockCross Financial Services.
When working with clients, Ryan strives to create and deliver customized wealth management solutions uniquely designed to meet the needs of each investor. Clients benefit from this diligent, meticulous and collaborative approach — enhancing their ability to achieve key financial objectives.
Ryan has a Bachelor’s degree in Business Administration with an emphasis in Finance from Morningside College. He also holds his FINRA Series 7, 24 and 66 securities licensing. Ryan resides in Redwood City with his wife, son and two dogs.
*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: ● Not FDIC/NCUSIF insured ● May lose value
● Not financial institution guaranteed ● Not a deposit ● Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
For specific tax advice, please contact a qualified tax professional. Neither Cetera Investment Services nor any of its representatives may give tax advice.
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