Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhett? Claim Your ProfileRhett Nolan Sinclair is a financial advisor with over 30 years of experience in the industry. Sinclair is currently registered with Global Retirement Partners LLC and has a long history of working with individuals and families in the Aiken, SC area. Sinclair is also a Certified Financial Planner and provides a variety of financial services including financial planning, pension consulting, and portfolio management. Sinclair is dedicated to helping clients achieve their financial goals.
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.
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.
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CA
07/17/2024 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
SC
09/19/2011 - 07/19/2024
OSAIC FS, INC. (AIKEN SC)
GA
09/08/2009 - 09/21/2011
LPL FINANCIAL LLC (AUGUSTA GA)
SC
08/20/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (AIKEN SC)
SC
05/17/2007 - 08/18/2008
OGILVIE SECURITY ADVISORS CORPORATION (AIKEN SC)
NC
05/31/2005 - 09/28/2005
AMERICAN SECURITIES GROUP, INC. (CHARLOTTE NC)
OH
01/22/2001 - 05/11/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
MA
07/30/1999 - 01/18/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
01/12/1988 - 07/19/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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