Unclaimed
Taylor Keith Ranker is an investment advisor representative at Kestra Advisory Services, LLC. Taylor has been working in the financial services industry since September 15, 1991. Taylor is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and holds Series 6, 63, and 65 licenses. Taylor is also registered with the states of Florida and Pennsylvania. Taylor specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
1
2
PA
01/23/2018 - Present
Kestra Advisory Services, LLC (Camp Hill PA)
PA
11/16/2012 - 01/25/2018
ROYAL ALLIANCE ASSOCIATES, INC. (CAMP HILL PA)
PA
11/01/2005 - 11/28/2012
NATIONAL PLANNING CORPORATION (HARRISBURG PA)
CA
09/19/2001 - 11/09/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
DE
03/06/1997 - 09/17/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
09/03/1991 - 02/21/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 05/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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