Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Wimsatt is a financial advisor with Cetera Investment Advisers LLC. Randall has over 35 years of experience in the financial services industry, providing financial advice and investment management services to individual clients and families. Randall is registered as an Investment Advisor Representative in New Mexico and Texas. Randall is also a licensed insurance agent in several states, and has extensive experience in fixed insurance products.
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
NM
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGTON NM)
NM
03/18/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (FARMINGTON NM)
AZ
10/01/2002 - 03/17/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
05/19/1988 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/1/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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