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Paul Rankin

PNC Investments

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About Paul Rankin

Paul Rankin is an investment advisor representative with PNC Investments. Paul has been in the securities industry since October 10, 2016. Paul holds the Series 6, 7, 63 and 65 licenses. Paul has experience working at Wells Fargo Advisors, Wells Fargo Bank, Wells Fargo Clearing Services, Merrill Lynch, Bank of America, Woodmen of the World Life Insurance Society, Woodmen Financial Services, and PNC Investments. Paul is registered with the state of Alabama and has offices in Fairhope, Alabama.

Firm Information

Paul Rankin is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Rankin’s Registration & Firm History

AL

11/02/2023 - Present

PNC Investments (FAIRHOPE AL)

AL

01/09/2020 - 10/31/2023

WOODMEN FINANCIAL SERVICES, INC. (MOBILE AL)

AL

11/10/2017 - 09/19/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOBILE AL)

AL

06/04/2016 - 10/23/2017

WELLS FARGO CLEARING SERVICES, LLC (MOBILE AL)

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Licenses & Designations

IA

Issued 09/26/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/04/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Rankin. Review regulatory record here.
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