Unclaimed
Jesse Rankins is a financial advisor with Osaic Wealth, Inc. Jesse has been in the financial services industry since 1988 and has a broad range of experience serving individuals, families, and businesses. Jesse is registered with the state of Michigan and North Carolina. Jesse has a Series 6, 7, and 66 securities license and holds the SIE designation. Jesse also specializes in life and disability insurance, fixed annuities, indexed annuities, long-term care insurance, and traditional life insurance. Jesse provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
01/24/2025 - Present
Osaic Wealth, Inc. (GASTONIA NC)
IN
08/17/1993 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
11/30/1989 - 05/07/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
CT
02/05/1992 - 04/23/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
03/25/1988 - 12/21/1989
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 08/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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