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Ryan Hoge

Ryan Hoge

Student

Followers of Ryan Hoge927 followers
location of Ryan HogeSt Petersburg, Florida, United States

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  • Timeline

  • About me

    Assistant Vice President / Raymond James

  • Education

    • University of Central Florida

      2013 - 2017
      Bachelor of Business Administration (B.B.A.) Finance, General Graduate

      Activities and Societies: UCF Sports Clubs, Financial Management Association Graduated with a 3.45 Cumulative GPA

  • Experience

    • University of Central Florida

      Aug 2013 - Aug 2017
      Student

      B.S. of Science in Finance

    • Franklin Templeton

      Sept 2017 - Apr 2021

      Working with Financial Advisors in the industry to better understand and promote our products, as well, evaluating how they can fit in with their clients needs and goals. Purchase, Redeem, and Transfer accounts including Retirement, Non-retirement and 529 accounts. As well provide detailed factual information to shareholders and financial advisors on our funds.

      • Internal Sales Representative

        Jun 2019 - Apr 2021

      • TA - Associate

        Sept 2017 - Jun 2019

    • Raymond James Investment Management

      Apr 2021 - Aug 2022
      Internal Wholesaler

    • Raymond James

      Sept 2022 - now
      Portfolio Consultant

      Involved in all aspects of the sales process, assisting with case analysis and in person presentations

  • Licenses & Certifications

    • Series 66

      NASAA
      May 2023

    • General Securities Representative (Series 7)

      FINRA
      Jul 2019

    • Securities Industry Essentials

      FINRA (Financial Industry Regulatory Authority)
      Nov 2018

    • Series 63

      NASAA
      Aug 2019