Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Edward Randle is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC, with over 20 years of experience in the financial services industry. Martin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 26, 31, and 63 licenses. He also holds the Series 65 license and is registered in 51 states. Martin is a specialist in retirement planning, investment management, and insurance products. Martin has a proven track record of providing personalized financial advice and helping clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
06/17/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
06/06/2012 - 01/05/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
KS
04/16/2010 - 07/19/2011
BROOKSTONE SECURITIES, INC. (OVERLAND PARK KS)
MO
10/05/2009 - 01/13/2010
AMERIPRISE FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
03/03/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)
KS
09/13/2006 - 08/15/2007
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
KS
10/12/2005 - 08/17/2006
PARK AVENUE SECURITIES LLC (OVERLAND PARK KS)
NJ
10/30/2002 - 10/05/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/10/2002 - 08/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
KS
03/23/1999 - 02/23/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 07/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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