Ryan D. Sant
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 D Sant, CFP®, who also goes by Ryan David Sant, was a registered financial professional .
Ryan is a previously registered financial professional and started their career in finance in 2015. Ryan had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
January 26, 2021 - December 31, 2022
WEALTH REFINED
January 16, 2018 - May 29, 2020
PREMIER WEALTH MANAGEMENT, LLC
August 24, 2017 - August 12, 2020
COMMONWEALTH FINANCIAL NETWORK
August 24, 2017 - August 12, 2020
COMMONWEALTH FINANCIAL NETWORK
September 11, 2015 - August 24, 2017
EDWARD JONES
July 3, 2015 - August 24, 2017
EDWARD JONES
State Registrations and Notice Filings
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Exams
Current Firm
WEALTH REFINED
CRD#: 311569 / SEC#:
Contact information
Red Flags
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