Unclaimed
Dana Earl Randall is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Aberdeen, South Dakota. Dana has been in the industry since 1989 and holds the Series 63, 65, 7, 24 and 51 securities licenses. Dana is also registered with the states of South Dakota and Texas. Dana is a partner in a real estate brokerage and is also an associate/employee of CorTrust Bank. Dana is involved in both the financial and political landscape of the region.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
SD
03/03/2021 - Present
Raymond James Financial Services Advisors, Inc. (ABERDEEN SD)
MN
03/04/1989 - 04/12/1990
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 11/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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