Dennis Stephen Rankowitz
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2021 to now
- Raymond James Financial Services AdvisersJan 2021 to now
- Raymond James Financial Services IncJan 2021 to now
- Avatar Securities, LLCNov 2020 to Jan 2021
- Xanthus Capital ManagmentJul 2019 to Oct 2020
- UnemployedJan 2019 to Jul 2019
- AXA Advisors, LLCOct 2018 to Jan 2019
- UnemployedAug 2017 to Oct 2018
- Wells Fargo & CompanyJun 2017 to Aug 2017
- Kimley-horn & AssociatesJan 2017 to May 2017
- North Carolina State UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7008256
- Firm CRD
- 149018