Unclaimed
David Rankin has been active in the financial services industry since 2001. David is currently registered with Voya Financial Advisors, Inc. in Columbus, OH, where David has been employed since 2014. Prior to this, David worked at ING FINANCIAL ADVISERS, LLC in Columbus, OH and VALIC FINANCIAL ADVISORS, INC. in Houston, TX. David is registered in 16 states, including California, Florida, Georgia, Hawaii, Indiana, Maryland, New Jersey, New York, North Carolina, Ohio, Oklahoma, Tennessee, and Texas. David has passed the SIE, Series 7, and Series 66 exams. In addition to being a financial advisor, David is also an independent insurance agent in Dublin, OH. David specializes in providing financial advice to individuals, high-net-worth individuals, corporations and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/03/2011 - Present
Voya Financial Advisors, Inc. (Columbus OH)
OH
10/22/2004 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (COLUMBUS OH)
TX
11/21/2001 - 10/26/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/21/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 08/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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