Ryan Lau

Ryan Lau

Financial Consultant/ Retirement Benefits Specialist/ Tax Sheltered Plans

Visit my web site!

Phone: 813-466-3195
Fax: 813-289-8774
Mobile Phone: 239-218-5162
E-mail:
 

 

 

 

 

 

 

 

 

 

 

Ryan Lau has been in the financial services industry since 2007, and has received numerous accolades since joining AXA Advisors in 2008. In addition to working with high net-worth individuals, Ryan is part of a team known as the Retirement Benefits Group (RBG), a specialized division of AXA Advisors. The RBG works with local nonprofit and public school employees to help them build strategies to meet their financial goals throughout their employment and retirement years.

“Being involved in a collegiate sport has taught me the value of teamwork and dedication. My team is committed to developing long-term relationships with our client’s to fulfill all aspects of their financial needs.”

 “Our goal is to provide individuals, business owners and corporations with comprehensive insurance, investment and wealth preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.”

 

Services Ryan offers:

          Retirement plan rollovers (DROP participants and corporate employees)

          Investment Review Services

          Mutual Funds

          Investment Accounts and Advisory Programs

                       Life Insurance Reviews

          Long Term Care Insurance

          401(k) Plan Evaluations

          Wealth Accumulation, Preservation and Transfer Strategies

 

Education:

Bachelors Degree in Finance, University of South Florida

Graduated with Honors from University of South Florida

Accreditation and Professional Affiliations:

Financial Industry Regulatory Authority (FINRA) registrations series 6, 7, 63 and 65

Life, Health, and Variable Annuity Insurance License: Florida

Retirement Benefits Specialist-Tax Sheltered Plans 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.