Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Sauer is an investment advisor representative at Concurrent Investment Advisors, LLC with over 30 years of experience in the financial services industry. Randall has been registered with the Securities and Exchange Commission since 1990. Prior to joining Concurrent Investment Advisors, Randall was affiliated with Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Randall holds Series 63, 65, 7, 9, 10 and SIE licenses. Randall provides financial planning, portfolio management for individuals, 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.
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.
1
2
FL
06/19/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
KS
01/15/2021 - 05/23/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Pittsburg KS)
KS
09/04/1990 - 01/19/2021
WELLS FARGO CLEARING SERVICES, LLC (PITTSBURG KS)
NA
03/22/1988 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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