Unclaimed
Quinton Ramsey Rannells is a financial advisor who has been in the industry since 2009. Quinton is currently registered as a Registered Representative (RR) with Credit Union Investment Services, specializing in portfolio management for individuals and financial planning. Quinton is also a Registered Investment Advisor (IA) with Credit Union Investment Services. Before joining Credit Union Investment Services, Quinton has previous experience with TIAA and Vanguard Marketing Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NC
05/16/2024 - Present
Credit Union Investment Services (Zebulon NC)
NC
08/25/2014 - 11/20/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
07/26/2012 - 06/21/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
09/30/2009 - 07/20/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Quinton Rannells is the right advisor for you? Invested Better is here to help.