Ryan C. Heard
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 Christopher Heard, who also goes by Ryan Heard, was a registered financial professional .
Ryan is a previously registered financial professional and started their career in finance in 2017. Ryan had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 16, 2024 - April 11, 2025
HEARD FINANCIAL LLC
August 1, 2023 - October 8, 2024
CITIZENS JMP SECURITIES, LLC
February 4, 2022 - August 1, 2023
CITIZENS CAPITAL MARKETS
August 7, 2017 - July 26, 2021
TRUIST SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
HEARD FINANCIAL LLC
CRD#: 332552 / SEC#:
Contact information
Red Flags
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