Greer, SC Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

2

Of 16,976 advisors across 1,869 offices

Location

Greer SC

Advisors at this office

2

Advisors at this office

Jeremy R

Series 63, Series 66

Greer, SC

Fidelity

Jeremy Rankin currently serves as Vice President, Executive Planning Consultant at Fidelity Investments, a role he has held since 2022. Over the course of 25 years at Fidelity, he has gained extensive experience in wealth planning and financial consulting. Throughout his career at Fidelity, Jeremy has progressed through various roles including VP Financial Consultant, Senior Investments Consultant, Branch Investments Representative, Financial Planning Consultant, Senior Retirement Services Specialist, and Service Trader II. He holds an Arkansas Insurance License that supports his work in financial and retirement planning. Outside his professional responsibilities, Jeremy enjoys activities such as cars, family activities, fitness, football, golf, and skiing.

Wealth management Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Executive Financial Professional
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Earl S

Series 63, Series 66

Greer, SC

Fidelity

Earl Styne is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and has held various roles at Western Carolina University and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios built from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and utilizes AI-driven research methods.

Charitable giving & philanthropy Active portfolio management
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