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Vice President - Wealth Management
Senior Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
Senior Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
4350 La Jolla Village Drive
Suite 1000
San Diego, CA 92122
Suite 1000
San Diego, CA 92122
tel: 858-597-7749
toll free: 800-821-4593
fax: 858-597-0455
toll free: 800-821-4593
fax: 858-597-0455
Welcome
Associations
- Monarch School of San Diego
Board of Trustees - Meals on Wheels
Board of Trustees - USO San Diego
Former Member, Board of Trustees
Education and Licensing
- B.A. - Economics, 1992
San Diego State University
San Diego, CA - Financial Planning Specialist Designation
- Guided Portfolio Management Designation
- Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Insurance License, #oc14947
Life, Variable Life and Long Term Care
Services
- Professional Portfolio Management
- Municipal Bonds
- Fixed Income
- Alternative Investments
- Wealth Management
- Estate Planning
- Asset Management
- Philanthropic Services
Business Experience
- 2000 - Present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
San Diego, CA - 1994 - 2000: ML Stern & Co.
Investment Executive
San Diego, CA
Bulletin Board
- We consistently rank among the leaders in distribution and trading of tax-exempt, fixed-income securities. The strength of the firm's tax-exempt platform is reflected in our current number one ranking in lead-managed* municipal bond underwritings. See Municipal Bonds under Key Links on the left for details.
*Source: Thompson Financial Securities Data - See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
- The amount of income you’ll need in order to live comfortably once you retire may be more than you think. To help make sure you’ll be able to sustain the retirement lifestyle you envision, ask us for a Personal Wealth Audit.
Ryan L. Belmer is licensed in the following state(s): AZ, CA, DC, FL, IL, MD, MI, NV, OR, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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