Unclaimed
Rana Verhoog is an investment advisor representative at American Money Management, LLC. Rana has been in the industry since January 2021. Rana is registered with the state of California and holds a Series 65 license. Rana has a strong background in finance, having worked at Cubic Corporation, KPMG, LLP, and the University of San Diego. Rana specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/25/2021 - Present
American Money Management, LLC (RANCHO SANTA FE CA)
IA
Issued 03/25/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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