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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rankin? Claim Your ProfileRankin Theadore Ring is an investment advisor representative with The Colony Group, LLC. Rankin has been in the financial services industry for over 20 years. Previously, Rankin worked with American Funds Distributors, Inc. in Norfolk, Virginia and Signator Investors, Inc. in Boston, Massachusetts. Rankin is a Certified Financial Planner™ and holds Series 6, 63 and 65 securities licenses. Rankin specializes in providing investment advice to individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Rankin's services include portfolio management, financial planning, tax preparation, and insurance solutions.
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.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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VA
07/01/2024 - Present
THE Colony Group, LLC (NORFOLK VA)
VA
03/23/2005 - 07/21/2009
AMERICAN FUNDS DISTRIBUTORS, INC. (NORFOLK VA)
MA
07/12/2004 - 02/02/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 11/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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