William Edwin Rankel
Professional Summary
William Edwin Rankel, who also goes by William E Rankel, William Rankel, Bill Rankel, is a registered financial advisor currently at CEVIDICA SECURITIES GROUP LLC located in New York, New York and D/B/A PALAZZO located in New York, New York. William is registered as a RR (Registered Representative) and started their career in finance in 1992. William has worked at 26 firms and has passed the SIE, Series 99TO and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William E Rankel, William Rankel, Bill Rankel
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
RETOKENS CAPITAL LLC
Contact Information
Main Address
3103 N. Pines Road, Spokane Valley, WA 99216Mailing Address
3103 N. Pines Road, Spokane Valley, WA 99216Phone Number
(206) 208-8319Established
Delaware since 06/18/2024Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Edwin Rankel's CRS (Customer Relationship Summary).
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