Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Edward Randall has over 17 years of experience in the financial services industry. Randall is currently a registered representative at LPL Financial LLC in Ottawa, KS. Randall has a Series 7, Series 63, and Series 66 license, and is also registered to provide investment advisory services in Kansas, Missouri, Idaho, Iowa, Nevada and North Carolina. Previously, Randall was a registered representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leawood, KS and at Edward Jones in Ottawa, KS.
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
KS
10/01/2024 - Present
LPL Financial LLC (OTTAWA KS)
KS
11/12/2010 - 05/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
KS
01/01/2006 - 11/16/2010
EDWARD JONES (OTTAWA KS)
BOTH
Issued 06/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Randall is the right advisor for you? Invested Better is here to help.
