Unclaimed
Randal Lishka is a financial advisor at LPL Financial LLC in Clackamas, Oregon. Randal has been in the financial industry since 1986. Randal is registered with the state of Oregon and Texas and is licensed to sell securities in several states. Randal has also passed several industry exams, including the Series 7, Series 24, and Series 63.
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.
Consulting and other non-discretionary advisory services
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
OR
06/24/2024 - Present
LPL Financial LLC (CLACKAMAS OR)
OR
07/21/1999 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (CLACKAMAS OR)
MA
03/31/1999 - 07/22/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
12/26/1986 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
08/02/1995 - 11/21/1995
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
BC
Issued 01/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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