Unclaimed
John D. Randall is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc., located in HUDSON, OH. John has been in the financial industry since 2017. John has passed the Series 6, Series 7, Series 63 and Series 66 examinations. John's prior experience includes roles at The Huntington Investment Company, PNC Investments, Edward Jones and Citizens Securities, Inc.. John holds active registrations in Florida, Indiana, Kentucky, Michigan, Ohio, Pennsylvania, Texas and West Virginia. John D. Randall's focus is on providing personalized financial advice to individuals and families, working to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
08/02/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUDSON OH)
OH
07/06/2022 - 05/14/2024
THE HUNTINGTON INVESTMENT COMPANY (BEECHWOOD OH)
OH
10/23/2019 - 06/23/2022
PNC INVESTMENTS (MAYFIELD HEIGHTS OH)
OH
04/23/2018 - 09/30/2019
EDWARD JONES (AURORA OH)
OH
10/27/2016 - 04/16/2018
CITIZENS SECURITIES, INC. (CHAGRIN FALLS OH)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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