Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Ranson has been in the financial services industry since 1995. He is currently a Registered Representative and Investment Adviser Representative with Saxony Capital Management, LLC. Richard Ranson also has previous experience with RBC Centura Securities, Inc. Richard is registered with the state of North Carolina and Texas as an Investment Adviser Representative. In addition, Richard holds Series 6, 7, 63 and 65 licenses. Richard works with individual, high-net-worth and corporate clients, as well as charitable organizations. Richard's firm offers a wide range of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Consulting fees to ria's, finders fees, fees third party manager
1
2
NC
01/02/2025 - Present
Saxony Capital Management, LLC (Charlotte NC)
NC
08/22/1995 - 04/18/2002
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
IA
Issued 04/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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