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 has been a registered representative since June 2000. Rance has experience in both the broker-dealer and investment advisory fields. Rance holds securities licenses Series 6, 7, 63, and 65 as well as the SIE. Rance has been associated with Fidelity Personal and Workplace Advisors since July 2018. Prior to joining Fidelity, Rance was associated with Securian Financial Services, Inc., E*TRADE Securities LLC, and H&R Block Financial Advisors, Inc. Rance’s previous experience includes providing investment advice to individuals, corporations, and charitable organizations. Rance’s specialties include financial planning, portfolio management, and educational seminars.
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 09/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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