Ryan Petteruti has been in the Financial Services industry for over a decade. Ryan joined U-Vest Financial in 2021 and primarily works with individual families and small business owners in achieving their financial goals. Ryan has extensive knowledge and experience in helping clients navigate tax planning complexities and helps facilitate the operations of U-Vest Tax.
Ryan holds Series 7 and 66 (through LPL Financial) and Florida 2-15 Life & Health with Variable Annuities licenses. Originally a South Florida native, Ryan graduated from Florida State University, earning a Master's Degree in Accounting (emphasis in Taxation) and Bachelor's Degree in Accounting & Finance.
During Ryan's downtime, he enjoys spending time with his nieces Harper and Riley, playing golf & softball, fishing, and being outdoors.
Ryan acts as a non-registered associated person of LPL Financial. He is authorized to assist Advisors with LPL Financial with approved activities. He is prohibited from soliciting, creating a market, or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) he supports. In addition, he is not authorized to enter into any contractual obligations on behalf of LPL Financial or otherwise bind the firm. (06/21)