Ryan Weise

Asst. V.P. / Financial Consultant

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Baton Rouge, Louisiana, United States

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Timeline
About me
Financial Advisor at Centura Advisors
Education
- University of Florida
  1992 - 1996
  B.S. in Business Administration Finance and Marketing
  • Bachelor of Science in Business Administration• Dual majors in Finance and Marketing
Experience
- Capital One
  May 2000 - Jan 2010
  Asst. V.P. / Financial Consultant
  - Sold investment products to clients in eleven retail bank branches in Southwest Louisiana.- Managed and coached direct and indirect reports on skills needed to profile, recommend, and sell wealth management instruments to clients.- Grew annual sales revenue from $60,000 to over $800,000 for the region.
- Edward Jones
  Jan 2010 - Sept 2011
  Financial Advisor
  - Opened and marketed a new office for Edward Jones in Lake Charles.- Advised and sold products to clients through the utilization of needs based profiling.- Managed the office's profit and loss statements.
- Hancock Whitney Financial Consultants
  Sept 2011 - Jan 2023
  Sr. Financial Advisor / Vice President
- Centura Advisors
  Jan 2023 - now
  Financial Advisor
Licenses & Certifications
- Life and Health Insurance License
  Louisiana Department of Insurance
  Apr 1999
- Series 66
  FINRA
- Series 7
  FINRA
  Apr 2001
- Series 63
  FINRA
Volunteer Experience
- Board President
  Issued by Big Brothers Big Sisters of SWLA on Feb 2012
  Associated with Ryan Weise
- Chairman of Finance Committee
  Issued by Our Lady Queen of Heaven School on Jun 2010
  Associated with Ryan Weise
- School Board Member
  Issued by Our Lady Queen of Heaven School on Jun 2010
  Associated with Ryan Weise
- Grand Knight
  Issued by Knights of Columbus on Jul 2015
  Associated with Ryan Weise