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Randall Barlow Boscow is an Investment Advisor Representative with Redwood Private Wealth, based in Seattle, WA. Randall has over 30 years of experience in the financial services industry. Randall has a deep understanding of investment strategies and is committed to providing personalized financial advice to help clients achieve their financial goals. Randall is a registered Investment Advisor Representative in Washington and holds the Series 63, 65, 7 and 24 securities licenses. Randall has previously worked at a number of other firms including Pacer Financial, Inc., ALPS Distributors, Inc., Mutual of Omaha Investor Services, Inc., Octavus LLC, Citigroup Global Markets Inc., MFS Fund Distributors, Inc., Essex National Securities, Inc., Planco Financial Services, Inc., Endeavor Group and E. F. Hutton & Company Inc.
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.
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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2
AZ
10/18/2023 - Present
Redwood Private Wealth (PHOENIX AZ)
PA
02/10/2016 - 11/11/2016
PACER FINANCIAL, INC. (MALVERN PA)
CO
04/01/2013 - 12/18/2013
ALPS DISTRIBUTORS, INC. (DENVER CO)
NE
05/27/2009 - 04/01/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MN
05/13/2004 - 12/18/2007
OCTAVUS LLC (EXCELSIOR MN)
NY
03/06/2002 - 09/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
06/08/1998 - 07/06/2001
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CA
10/23/1992 - 06/01/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CT
06/22/1989 - 09/24/1992
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CO
08/15/1985 - 06/26/1989
ENDEAVOR GROUP (DENVER CO)
NA
07/28/1981 - 08/15/1984
E. F. HUTTON & COMPANY INC
IA
Issued 09/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 11/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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