Unclaimed
Randal Golden is a Registered Investment Advisor with Vivaldi Capital Management LP, a firm that manages approximately $3.7 billion in assets. Randal Golden has been in the industry for over 25 years and has held various roles at different financial institutions. Randal Golden is registered as an Investment Advisor Representative (IAR) in Illinois. Vivaldi Capital Management LP has a broad client base including individuals, high-net-worth individuals, pensions, and pooled investment vehicles. They offer various services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
10/23/2017 - Present
Vivaldi Capital Management LP (CHICAGO IL)
IL
06/04/1999 - 02/07/2005
MESIROW FINANCIAL, INC. (CHICAGO IL)
MO
03/14/1997 - 07/07/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
MI
01/01/1995 - 03/25/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
08/04/1993 - 01/20/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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