Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rance? Claim Your ProfileRance Winn is an active investment advisor with over 20 years of experience in the financial industry. Rance has been registered with FINRA since 2000 and holds several licenses, including Series 6, 7, 63, and 65. Rance is currently employed with Fidelity Brokerage Services LLC and has previous experience with companies like Securian Financial Services, Inc., E*TRADE Securities LLC, and H&R Block Financial Advisors, Inc. Rance is registered with the Securities and Exchange Commission (SEC) as a broker-dealer and investment advisor. Rance is a Registered Representative and Investment Advisor Representative of Fidelity Personal And Workplace 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
GA
06/06/2005 - 11/10/2006
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
NJ
04/16/2002 - 06/11/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
MI
06/07/2000 - 04/10/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 9/5/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 6/6/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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