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Ryan Haiss, Cfp® Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) Helping individuals and families pursue financial success at Flynn Zito Capital Management, LLC
Location: Garden City, New York, United States 2 work roles 2 schools
1 work email found @lpl.com 1 phone found area 516 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@lpl.com
Direct phone (516) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) Helping individuals and families pursue financial success
Location
Garden City, New York, United States

Who is Ryan Haiss, Cfp®? Overview

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Quick answer

Ryan Haiss, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) Helping individuals and families pursue financial success at Flynn Zito Capital Management, LLC, based in Garden City, New York, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 516, and a matched LinkedIn profile for Ryan Haiss, Cfp®.

Ryan Haiss, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) at Flynn Zito Capital Management, Llc and Financial Advisor Intern at Morgan Stanley Smith Barney: Lutherville, Md. Ryan Haiss, Cfp® holds Financial Planning from College For Financial Planning.

Company email context

Email format at Flynn Zito Capital Management, LLC

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*@lpl.com
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AeroLeads found 1 current-domain work email signal for Ryan Haiss, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Ryan Haiss, Cfp®

Ryan Haiss, Cfp® is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) Helping individuals and families pursue financial success at Flynn Zito Capital Management, LLC. He possess expertise in finance, series 7, series 63, mutual funds, asset allocation and 2 more skills.

Listed skills include Finance, Series 7, Series 63, Mutual Funds, and 3 others.

Current workplace

Ryan Haiss, Cfp®'s current company

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Flynn Zito Capital Management, LLC
Flynn Zito Capital Management, Llc
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) Helping individuals and families pursue financial success
AeroLeads page
2 roles

Ryan Haiss, Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner™ Professional (Cfp®)

Current

Garden City, New York, Us

Comprehensive financial planning, private wealth management, strategic and tactical asset allocation and full, independent investment management services.Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of Flynn Zito Capital Management or LPL Financial and have not been reviewed as to accuracy or completeness. Flynn Zito Capital Management, LLC, is a separate entity from LPL Financial. The financial professionals associated may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Series 7, 63 and 24 held through LPL Financial.

Oct 2012 - Present

Financial Advisor Intern

Morgan Stanley Smith Barney: Lutherville, Md

Supported senior brokers in developing innovative marketing techniques to acquire new clientele.Analyzed investment vehicles to maximize performance for individual client portfolios.Developed an extensive understanding of market trends and analysis.Created PowerPoint presentations used in marketing seminars.

Jan 2012 - May 2012
2 education records

Ryan Haiss, Cfp® education

Financial Planning

College For Financial Planning

Bachelor Of Science (B.S.), Business Administration

Towson University
FAQ

Frequently asked questions about Ryan Haiss, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ryan Haiss, Cfp® work for?

Ryan Haiss, Cfp® works for Flynn Zito Capital Management, LLC.

What is Ryan Haiss, Cfp®'s role at Flynn Zito Capital Management, LLC?

Ryan Haiss, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) Helping individuals and families pursue financial success at Flynn Zito Capital Management, LLC.

What is Ryan Haiss, Cfp®'s email address?

AeroLeads has found 1 work email signal at @lpl.com for Ryan Haiss, Cfp® at Flynn Zito Capital Management, LLC.

What is Ryan Haiss, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 516 for Ryan Haiss, Cfp® at Flynn Zito Capital Management, LLC.

Where is Ryan Haiss, Cfp® based?

Ryan Haiss, Cfp® is based in Garden City, New York, United States while working with Flynn Zito Capital Management, LLC.

What companies has Ryan Haiss, Cfp® worked for?

Ryan Haiss, Cfp® has worked for Flynn Zito Capital Management, Llc and Morgan Stanley Smith Barney: Lutherville, Md.

How can I contact Ryan Haiss, Cfp®?

You can use AeroLeads to view verified contact signals for Ryan Haiss, Cfp® at Flynn Zito Capital Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Ryan Haiss, Cfp® attend?

Ryan Haiss, Cfp® holds Financial Planning from College For Financial Planning.

What skills is Ryan Haiss, Cfp® known for?

Ryan Haiss, Cfp® is listed with skills including Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Risk Management, and Portfolio Management.

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