Renae Ransdell (CRD# 5364029) is an Investment Advisor Representative working at Diversified, LLC in Northampton, MA and has over 15 years of experience in the finance industry. Renae Ransdell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Diversified, LLC | Wilmington, DE | Mar 2024 - Current | < 1 |
Cetera Advisors LLC | Northampton, MA | Sep 2022 - Mar 2024 | 1 |
Sageview Advisory Group, LLC | Newport Beach, CA | Sep 2021 - Mar 2024 | 2 |
Cetera Investment Advisers LLC | Northampton, MA | Oct 2020 - Mar 2024 | 3 |
First Allied Advisory Services | Schaumburg, IL | Jul 2020 - Mar 2024 | 3 |
First Allied Securities, Inc. | San Diego, CA | Jul 2020 - Sep 2022 | 2 |
First Allied Advisory Services, Inc. | San Diego, CA | Jul 2020 - Nov 2020 | < 1 |
Mercer Global Advisors Inc. | Simsbury, CT | Jun 2019 - Jun 2020 | 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2014 - Jun 2019 | 5 |
Cambridge Investment Research Inc. | Fairfield, IA | Nov 2012 - Jun 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2008 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- CT
- MA
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Total Assets Under Management1,554MILLIONS
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Total Number of Accounts4,562ACCOUNTS
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Average Account Value$340,591
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DE, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
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