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Rana Maida

Edelman Financial Engines

San Diego, CA

Costa Mesa, CA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-20
CA RA APPROVED 2018-11-01
  • TX RA
    APPROVED_RES
    Since 2025-05-20
  • CA RA
    APPROVED
    Since 2018-11-01

Branch Locations

3570 Carmel Mountain Road Suite 450, San Diego, CA 92130 • United States

600 Anton Blvd Suite 1750, Costa Mesa, CA 92626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services Llc Fairfax VA 02/2016 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 03/2022
Financial Engines Advisors L.L.C. Santa Clara CA 03/2022 07/2024
Edelman Financial Engines Santa Clara CA 07/2024 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 02/2016 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 03/2022
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 03/2022 → 07/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 07/2024 → 10/2025
    Edelman Financial Engines
    Santa Clara, CA
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2016-03-01 → 2018-11-01
    Edelman Financial Services, Llc
    Costa Mesa, CA
    Fairfax, VA
  • 2014-09-23 → 2015-03-24
    F500 Advisory Services, Inc.
    Newport Beach, CA
  • 2011-04-26 → 2012-11-19
    Mullintbg Advisors
    Irvine, CA
  • 2011-06-29 → 2011-10-28
    M Holdings Securities, Inc.
    Newport Beach, CA
  • 2007-12-05 → 2010-09-24
    Al Hewitt, Inc.
    Camarillo, CA
    Camarillo, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-29
S65 Uniform Investment Adviser Law Examination 2007-09-10
  • S63 Uniform Securities Agent State Law Examination
    2016-08-29
  • S65 Uniform Investment Adviser Law Examination
    2007-09-10
Other Names
  • Rana Krnfli
  • Rana Kranfli

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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