Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ranee? Claim Your ProfileRanee Kent is a financial advisor at Charles Schwab & CO., Inc., with a focus on financial planning and investment management. She is registered in multiple states, including Texas, and has a combined 5 years of experience in the industry. She has also been a licensed broker with Fidelity Brokerage Services LLC. Ranee is dedicated to providing her clients with personalized advice and strategies tailored to their individual needs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
06/23/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/01/2019 - 05/26/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 05/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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