Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter John Ranta is a financial advisor with Independent Financial Partners. Peter John Ranta has been in the financial services industry for over 35 years. Peter John Ranta has a diverse range of experience, having worked with several leading financial institutions throughout his career, including Merrill Lynch, UBS Financial Services Inc., Morgan Keegan & Company, Inc., and LPL FINANCIAL LLC. Peter John Ranta holds several licenses and certifications, including Series 63, Series 65, and Series 7. Peter John Ranta is registered with the Securities and Exchange Commission (SEC) and holds a Series 65 license to provide investment advice. Peter John Ranta also holds a Series 7 license to sell securities. Peter John Ranta is an experienced advisor with a strong track record of success in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
AL
07/28/2022 - Present
Independent Financial Partners (Meridianville AL)
FL
08/18/2010 - 05/23/2019
LPL FINANCIAL LLC (LAKE WORTH FL)
FL
12/01/2006 - 08/19/2010
MORGAN KEEGAN & COMPANY, INC. (JUPITER FL)
FL
02/13/2001 - 12/11/2006
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
NY
08/18/1986 - 06/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/23/1985 - 05/30/1986
BLINDER, ROBINSON & CO.,INC.
IA
Issued 11/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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