Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rand? Claim Your ProfileRand Harrison Siegel is an investment advisor representative registered with Bison Wealth, LLC. Rand has been in the securities industry for over 24 years. Rand currently provides investment advice to individuals, high-net-worth individuals, corporations, and retirement plans. Prior to joining Bison Wealth, LLC, Rand was employed by Key Investment Services LLC and CCO Investment Services Corp. Rand holds both Series 6 and Series 66 licenses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
04/02/2024 - Present
Bison Wealth, LLC (ATLANTA GA)
OH
06/28/2023 - 03/28/2024
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
RI
05/20/2002 - 08/19/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
03/20/2000 - 05/18/2001
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
09/02/1999 - 12/06/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 08/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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