Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Rambo is a registered investment advisor with LPL Financial LLC and has been in the industry for over 30 years. Molly is licensed to provide investment advice in Rhode Island and 18 other states. Molly has worked with clients including corporations, high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. Molly holds Series 6, 7, 24, 63 and 65 licenses and the SIE exam. Previously, Molly was registered with Waddell & Reed from 1990 to 2021.
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.
Consulting and other non-discretionary advisory services
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.
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RI
07/21/2021 - Present
LPL Financial LLC (NARRAGANSETT RI)
RI
10/29/1990 - 07/21/2021
WADDELL & REED (NARRAGANSETT RI)
IA
Issued 03/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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