Ryan Harter
Professional summary
Ryan Harter, who also goes by Ryan Kwon Bernard Harter, is a registered financial professional currently at CONSELLO FINANCIAL LLC located in New York, New York.
Ryan is registered as a RR (Registered Representative) and started their career in finance in 2021. Ryan has worked at 3 firms and has passed the Series 63, Series 87, Series 86, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Ryan Harter's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 26, 2024 - Present
CONSELLO FINANCIAL LLC
Office #1: 590 Madison Avenue 26th Floor, New York, NY 10022Office #2: 590 Madison Avenue 26th Floor, New York, NY 10022April 3, 2023 - February 9, 2024
PICKWICK CAPITAL PARTNERS, LLC
August 17, 2021 - September 9, 2022
WOLFE RESEARCH SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/26/2024)
Exams
Series 7TO
Date: 8/16/2021
General Securities Representative ExaminationFINRA
Current Firm
CONSELLO FINANCIAL LLC
CRD#: 326524 / SEC#: , 8-71101
Contact information
FINRA licenses (1 States and Territories)
Documents
Red Flags
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