Unclaimed
Randall Bryan Clark is a financial advisor with Cetera Investment Advisers LLC. He is registered with FINRA and the Securities and Exchange Commission. Randall has been working in the financial services industry for over 15 years. He is a Series 6, 63, 65 and 26 licensed professional. He provides financial planning, investment management, pension consulting, and educational seminars. Randall is committed to providing clients with personalized financial advice that meets their individual needs. He offers a variety of services, including retirement planning, college savings, and estate planning. He is registered to provide advisory services in Alabama, Florida, Georgia, New York, Ohio, Pennsylvania, and Virginia. In addition to his work with Cetera, Randall also provides security services at Holiday Valley Ski Resort.
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.
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2
NY
01/07/2021 - Present
Cetera Investment Advisers LLC (CHEEKTOWAGA NY)
NY
07/21/2005 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
IA
Issued 6/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/8/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/6/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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