Ryan
Warner
Prosperity Capital Advisors
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About this Advisor
Ryan Warner is a financial advisor based in Westlake, Ohio, working with Prosperity Capital Advisors. Ryan has previously held positions at Mml Investors Services, LLC, C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, Valor Capital Management, LLC, Mercap Securities, LLC, Oakwood Capital Securities, Inc, Massachusetts Mutual Life Insurance Company, Metlife Securites Co, Metropolitan Life Ins, and Msi Financial Services. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Minnesota and Ohio. Currently, Ryan is part of Prosperity Capital Advisors, which operates out of Westlake, Ohio. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Ryan Warner Work History
Oakwood Capital Securities, Inc
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
Valor Capital Management, LLC
Mercap Securities, LLC
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Msi Financial Services
Metlife Securites Co
Metropolitan Life Ins
Disclosures
Please visit the SEC profile of Ryan Warner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prosperity Capital Advisors
Westlake, OH
Westlake, OH
Westlake, OH
South Easton, MA
Westlake, OH
Lake Charles, LA
Westlake, OH
Edwardsville, IL
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