Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Randall is an Investment Advisor Representative at SHP Wealth Management, LLC, with over 10 years of experience in the financial services industry. Patrick Michael Randall is a Registered Representative in Massachusetts. Patrick Michael Randall has a Series 66, Series 63, Series 7, and SIE license. Patrick Michael Randall holds a degree from . Patrick Michael Randall is a Registered Investment Advisor (RIA) in Massachusetts. Patrick Michael Randall is an independent licensed insurance agent with SHP Financial. Patrick Michael Randall has provided financial services to high net worth individuals, trusts, estates, corporations, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Patrick Michael Randall is a Registered Investment Advisor Representative of SHP Wealth Management, LLC.
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.
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.
Selection of other advisers fees
1
2
MA
10/10/2018 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
NJ
05/02/2014 - 05/01/2015
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
MA
02/04/2011 - 03/31/2014
PURSHE KAPLAN STERLING INVESTMENTS (NORTH ANDOVER MA)
MA
01/16/2008 - 02/04/2011
COMMONWEALTH FINANCIAL NETWORK (NORTH ANDOVER MA)
BOTH
Issued 04/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Patrick Randall is the right advisor for you? Invested Better is here to help.
