About Me
I am dedicated to developing long-term, personal relationships with clients based on mutual respect and a commitment to serve each client’s unique needs and desired level of service. I work with individuals, privately held businesses and non-profit organizations.
I look forward to getting to know you and I am always available to answer your questions. Feel free to contact me to inquire further about my approach to financial planning and how I can help you achieve your financial objectives.
Detailed Report
From 2011 to Present
(14 years)
From 2011 to Present
(14 years)
From 2008 to 2011
(3 years)
From 2006 to 2008
(2 years)
I have gathered over 18 years of experience as a licensed stock broker and investment adviser, and worked extensively with two prestigious firms in the United States. I have obtained licenses in about thirty-six states and passed five brokerage qualification examinations.
Start Project”Ranae has been ever dependent, faithful and trustworthy since I started working with her in late 2019. I met her through an online seminar and it has been such an amazing financial experience.”
David Raleway
Business
”My Husband and I met Ranaein 2019 and jointly started an investment portfolio worth around $150k back then. Over 3 years have passed and we have steadily watched our portfolio grow up to about $2m+”
Kate Marasisa
Fashion Designer
”Everyone needs an Investment Adviser in these tough market conditions but RanaeMary has continuously stood out made an amazing name and career for herself. She's simply the best”
Sam Billings
Business
”Ranae is a really dedicated & successful specialist when it comes to financial matters. I take her advice extremely seriously and she has never misled me within the five years we've worked together.”
Charles Carter
Engineer
General Industry/Products Exam - Oct 1, 2018
General Industry/Products Exam - Jun 20, 2008
General Industry/Products Exam - Aug 11, 2006
State Law Exam - Sep 16, 2008
State Securities Law Exam - Oct 30, 2006
ranaemaryputerbaugh@gmail.com