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Deborah E. Rankin

Some features on this profile are disabled
CRD#: 1668190
DR

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Deborah Ernst Rankin was a registered financial professional .

Deborah is a previously registered financial professional and started their career in finance in 1987. Deborah had worked at 3 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DOUGLAS E RANKIN AMERICAN FAMILY INSURANCE, NON INVESTMENT-RELATED, SOLE PROPRIETORSHIP, 6390 GARDENIA ST, STE 210, ARVADA, CO 80004, SPOUSE OF INSURANCE AGENT, DOUGLAS RANKIN, WHO IS A SOLE PROPRIETOR, START DATE: 10/01/2000, 1 HR/MO, O HR/TD, MY SPOUSE IS AN AMERICAN FAMILTY INSURANCE AGENT. I RECONCILE HIS BUSINESS BANK ACCOUNTS, AM A CO-SIGNER ON THESE ACCOUNTS, RECORD MONTHLY COMMISSIONS AND DRAWS, MAKE QUICKBOOK ENTRIES FOR BUSINESS BOOKS AND COMPILE INFORMATION FOR ACCOUNTANT FOR SCHEDULE C OF OUR JOINT 1040. I ALSO PREPARE QUARTERLY AND ANNUAL FEDERAL AND STATE REPORTS (941, DR1094, SUTA, FUTA AND W-2/W-3). I AM NOT AN EMPLOYEE AND I DO NOT RECEIVE ANY COMPENSATION. 2) PERSONAL BENEFIT SERVICES WEALTH MANAGEMENT INC POSITION: OTHER - ADMINISTRATIVE ASSISTANT,OFFICE MANAGER, DIRECTOR CLIENT EXPERIENCE/MARKETING NATURE: CORPORATION - INVESTMENT RELATED: YES NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 81 START DATE: 05/01/1986 ADDRESS: 7674 GRANDVIEW AVE, SUITE 200, ARVADA, CO 80002, UNITED STATES OF AMERICA DESCRIPTION: ADDRESSING CLIENT PROBLEMS, PROCESSING APPLICATIONS AND OTHER SUPPORTING ACCOUNT DOCUMENTS, VISION 2020 ACCOUNT MAINTENANCE, PROCESSING TRANSACTIONS PER REPRESENTATIVE/CLIENT REQUEST

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 1, 1999 - December 31, 2024

PBS WEALTH MANAGEMENT CONSULTANTS

RIA
CRD#: 113188
Arvada, CO
Past

November 19, 1989 - January 5, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
ARVADA, CO
Past

May 21, 1987 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/1987
General Securities Representative Examination

Current Firm

PW
PBS WEALTH MANAGEMENT CONSULTANTS
PBS WEALTH MANAGEMENT CONSULTANTS | ROGER LEE JOHNSON | ROGER L. JOHNSON PERSONAL BENEFIT SERVICES | PERSONAL BENEFIT SERVICES WEALTH MANAGEMENT INC. | PERSONAL BENEFIT SERVICES WEALTH MANAGEMENT

CRD#: 113188 / SEC#:

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Contact information

Main Address
7674 Grandview Ave. Suite 200, Arvada, CO 80002
Mailing Address
Phone number
(303) 424-2100
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Red Flags

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Company Information

PBS WEALTH MANAGEMENT CONSULTANTS

CRD#: 113188

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