Unclaimed
Randa Dagher is a financial professional with over 30 years of experience in the financial services industry. Randa is currently registered with MML Investors Services, LLC and has been associated with this firm since March 2017. Previously, Randa was registered with MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and UR FINANCIAL, INC. Randa holds FINRA Series 6, 7, 22, 63, and 65 licenses. Randa specializes in providing financial planning, asset allocation programs, and portfolio management services to individuals, corporations, and charitable organizations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MI
03/25/2017 - Present
MML Investors Services, LLC (Southfield MI)
MI
04/25/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
NY
05/02/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
08/10/1987 - 04/25/1990
UR FINANCIAL, INC.
IA
Issued 08/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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