Unclaimed
William Rankin is a financial advisor with over 13 years of experience in the financial services industry. William currently works at Thrivent Investment Management Inc. He has a deep understanding of investment strategies and a commitment to providing personalized financial advice. William is committed to building long-term relationships with clients and helping them achieve their financial goals. William has a wide range of experience in financial planning, retirement planning, and investment management.
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.
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
MN
12/08/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
NC
10/07/2021 - 05/10/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
04/28/2021 - 09/07/2021
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
NC
05/13/2019 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NH
12/14/1998 - 03/05/2010
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 12/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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