Ryan J. Borer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ryan Joseph Borer was a registered financial professional .
Ryan is a previously registered financial professional and started their career in finance in 2001. Ryan had worked at 11 firms and has passed the Series 65, Series 63, Series 6 and Series 7 exams.
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Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 9, 2016 - July 22, 2019
AFFERENT INVESTMENTS, LLC
November 4, 2015 - April 15, 2021
PANTHREX ASSET MANAGEMENT LLC
January 9, 2015 - December 16, 2019
VANN EQUITY MANAGEMENT LLC
January 17, 2014 - August 26, 2016
VARSITY ASSET MANAGEMENT, LLC
March 24, 2011 - February 27, 2025
COPPELL ADVISORY SOLUTIONS LLC
August 9, 2010 - January 10, 2011
AMERICAN INVESTMENT SERVICES
June 16, 2008 - September 19, 2008
PACIFIC SELECT DISTRIBUTORS, LLC
June 24, 2005 - February 1, 2006
CCO CAPITAL, LLC
March 18, 2004 - June 17, 2005
VOYA INVESTMENTS DISTRIBUTOR, LLC
May 12, 2003 - March 23, 2004
LPL FINANCIAL LLC
May 5, 2003 - March 23, 2004
LPL FINANCIAL LLC
May 23, 2001 - May 9, 2003
WADDELL & REED
February 5, 2001 - May 9, 2003
WADDELL & REED
State Registrations and Notice Filings
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Exams
Current Firm
AFFERENT INVESTMENTS, LLC
CRD#: 282422 / SEC#: 801-107207
Contact information
Red Flags
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