Unclaimed
Randal Atwell is an investment advisor representative with Madison Avenue Securities, LLC. Randal has been in the securities industry for over 29 years. Randal holds the Series 6, Series 63, and Series 65 licenses. Randal is registered in Arizona, California, Colorado, Idaho, Montana, Nevada, Oregon, Texas, and Washington. Randal also has experience in insurance. Randal specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/13/2021 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
01/01/1998 - 03/19/2007
ONEAMERICA SECURITIES, INC. (KINGSBURG CA)
IN
08/23/1999 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
04/20/1998 - 08/20/1999
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MA
03/30/1998 - 07/28/1999
LONG GROVE TRADING CO. (BOSTON MA)
NY
07/13/1993 - 03/16/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 02/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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