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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathan? Claim Your ProfileJohnathan Rankin is a financial advisor registered with Sanctuary Advisors, LLC. Johnathan is a registered representative with FINRA and a registered investment advisor representative with the state of Texas. Johnathan has been in the securities industry since 2007. Johnathan has a variety of experience in the financial services industry, including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Johnathan is a Series 7, 9, 10, 66, and SIE licensed advisor. Johnathan is dedicated to providing clients with personalized financial advice and investment strategies. Johnathan's areas of focus include retirement planning, portfolio management, and financial education.
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
IN
10/29/2019 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
TX
08/30/2007 - 10/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 09/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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