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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Randolph Rankin is an investment advisor representative with Raymond James & Associates, Inc. Based in St. Petersburg, FL, James has been in the industry since 1986. James previously held positions at MORGAN KEEGAN & COMPANY, INC., RONEY & CO., and ROBERT THOMAS SECURITIES, INC. James is licensed to provide investment advisory services in Florida. James's professional designations include the Series 63, Series 65, Series 7, Series 10, Series 9, Series 24, Series 4, Series 31 and Series 53 licenses. James offers a range of investment advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. James is also registered as an investment advisor representative with Raymond James & Associates, Inc. which manages over $433 billion in client assets.
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.
Guidance on pension options to ensure a secure financial future.
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.
Please see note in schedule d - miscellaneous
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
FL
01/07/2014 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/29/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)
MI
08/31/1999 - 09/25/1999
RONEY & CO. (DETROIT MI)
FL
06/24/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 12/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/05/1992
Series 24 - General Securities Principal Examination
BC
Issued 11/21/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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