Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Rankin is a financial advisor with over 35 years of experience in the financial services industry. Thomas is currently registered as an Investment Advisor Representative with Ameritas Advisory Services, LLC in Arizona and Texas. Thomas is a Series 7, 24, 51, 63 and 65 licensed professional with a broad range of experience in financial planning, portfolio management, and insurance products. Thomas works with a diverse clientele, including individuals, families, businesses, and retirement plans.
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.
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.
Solicitor fees
1
2
AZ
11/01/2021 - Present
Ameritas Advisory Services, LLC (PHOENIX AZ)
MD
04/03/1986 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 05/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/16/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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