Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rance? Claim Your ProfileRance Swinford is a financial advisor with over 15 years of experience in the industry. Rance has a broad background in financial services, working with a variety of clients and firms throughout their career. Rance is currently registered with Kestra Private Wealth Services, LLC as a Registered Representative and Investment Advisor Representative. Rance has a variety of professional licenses including Series 7, Series 63, and Series 65, and is committed to providing clients with a comprehensive and personalized approach to financial planning. Rance has experience working with individuals, families, corporations, and institutions, and offers a wide range of financial services including financial planning, portfolio management, retirement planning, and insurance. Rance is dedicated to helping clients achieve their financial goals, and believes in building strong, long-term relationships with each client.
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.
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.
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2
TX
10/06/2023 - Present
Kestra Private Wealth Services, LLC (Plano TX)
TX
09/03/2020 - 11/03/2023
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
09/03/2020 - 11/03/2023
MERCER ALLIED COMPANY, L.P. (IRVING TX)
TX
11/01/2017 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
10/21/2011 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
04/27/2009 - 11/07/2011
LPL FINANCIAL LLC (IRVING TX)
BC
Issued 04/02/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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