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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Gee Randel is a financial advisor with LPL Financial LLC in Cedar Rapids, Iowa. Elias has been in the financial services industry since 2014 and has experience working with both Cambridge Investment Research, Inc. and Mutual of Omaha Investor Services, Inc. Elias is registered to offer investment advice in Iowa, Texas and several other states. Elias also holds Series 6, 7, 63, 65 and 66 licenses and has completed the SIE exam. Elias specializes in working with high net worth individuals, pension and profit sharing plans, and corporations or other businesses. Elias's experience and qualifications may make them a good choice for investors seeking financial advice in Cedar Rapids, Iowa.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IA
03/18/2021 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
05/01/2014 - 04/17/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (CEDAR RAPIDS IA)
IA
03/11/2014 - 05/20/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CEDAR RAPIDS IA)
BOTH
Issued 05/11/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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