Unclaimed
Rankin Revel Rawlings is a financial advisor with over 35 years of experience in the industry. Rankin is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Rankin is also a registered investment advisor in Mississippi and Texas. Prior to joining Wells Fargo, Rankin was associated with UBS Financial Services Inc., Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., and Union Planters Brokerage Services Inc. Rankin holds Series 7 and Series 63 securities licenses, as well as a Series 65 investment advisor license.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
11/02/2012 - Present
Wells Fargo Clearing Services, LLC (RIDGELAND MS)
MS
10/24/2008 - 10/03/2012
UBS FINANCIAL SERVICES INC. (JACKSON MS)
MS
09/01/2000 - 10/27/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (JACKSON MS)
AL
10/03/1995 - 09/20/2000
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NA
10/04/1993 - 10/17/1995
UNION PLANTERS BROKERAGE SERVICES INC.
NY
02/26/1987 - 10/13/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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