Unclaimed
Mark Rankin is a financial advisor with W&S Brokerage Services, Inc. Mark has been in the financial industry since 1990 and holds a Series 7, Series 63, Series 24, Series 52, and Series 53 licenses. Mark is a registered representative in 38 states. Mark has previously worked for a number of firms including Threvant Investment Management, J.P. Morgan Securities, Chase Investment Services, FirstMerit Financial Services, Invest Financial Corporation, NatCity Investments, Ohio Savings Securities, PlanCo Financial Services, The Huntington Investment Company, and Dean Witter Reynolds. Mark is also a registered investment advisor.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/20/2018 - Present
W&S Brokerage Services, Inc. (INDEPENDENCE OH)
OH
12/08/2014 - 05/23/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Stow OH)
OH
10/01/2012 - 12/03/2014
J.P. MORGAN SECURITIES LLC (RAVENNA OH)
WV
09/13/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEELING WV)
OH
01/14/2010 - 08/29/2011
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
PA
01/04/2007 - 01/14/2010
INVEST FINANCIAL CORPORATION (NEW CASTLE PA)
OH
10/01/2002 - 11/28/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
04/16/2002 - 09/23/2002
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
CT
12/10/1998 - 04/03/2001
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
OH
11/08/1995 - 12/08/1998
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
WI
04/24/1995 - 11/08/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
IN
01/09/1995 - 05/08/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IN
02/15/1994 - 12/05/1994
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
02/05/1993 - 11/22/1993
NATIONAL CITY INVESTMENTS CORPORATION
IL
04/10/1990 - 01/27/1993
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
05/25/1988 - 03/07/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2012
Series 4 - Registered Options Principal Examination
BC
Issued 03/31/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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