Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Stoltz is a financial advisor with over 20 years of experience in the industry. Randall is registered with Concorde Asset Management, LLC and has a wide range of experience in investment advisory and insurance services. He is licensed to provide financial advice in 18 states. Randall also works with clients on insurance and succession planning as well as college planning. He has a strong understanding of a variety of investments and strategies and is committed to helping his clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
AZ
11/04/2022 - Present
Concorde Asset Management, LLC (Scottsdale AZ)
AZ
10/06/2003 - 03/02/2018
WOODBURY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
NY
08/03/1998 - 08/27/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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