Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Rankowitz is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with LPL Financial LLC in Pawtucket, Rhode Island. Paul previously worked with National Planning Corporation, ING Financial Advisers, LLC, Washington Square Securities, Inc., Aetna Investment Services, Inc., and Aetna Life Insurance and Annuity Company. Paul has passed the Series 6, Series 63, Series 65 and SIE exams and is registered in 11 states including California, Colorado, Connecticut, Florida, Georgia, Maine, Massachusetts, New Jersey, New York and Rhode Island. Paul is a Registered Representative and Investment Advisor Representative.
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.
1
2
RI
11/29/2017 - Present
LPL Financial LLC (PAWTUCKET RI)
RI
02/07/2003 - 11/29/2017
NATIONAL PLANNING CORPORATION (PAWTUCKET RI)
CT
03/14/2001 - 02/10/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
02/17/1994 - 03/16/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
10/15/1993 - 02/07/1994
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
11/03/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 07/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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