Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Edward Porter is a financial professional with over 12 years of experience in the industry. Randall is currently registered with Osaic Wealth, Inc. and holds Series 6, 7, 63, and 66 licenses. In addition to his investment advisory experience, Randall has a background in banking and insurance, which allows him to provide a holistic approach to financial planning. Randall has a proven track record of helping clients achieve their financial goals and is dedicated to providing personalized advice to meet each client's unique needs.
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.
1
2
MT
12/05/2023 - Present
Osaic Wealth, Inc. (BILLINGS MT)
MT
11/29/2016 - 09/11/2023
LPL FINANCIAL LLC (BILLINGS MT)
MT
04/18/2014 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (BILLINGS MT)
MT
09/12/2011 - 08/09/2013
CUSO FINANCIAL SERVICES, L.P. (BOZEMAN MT)
MT
08/05/2010 - 07/08/2011
MORGAN STANLEY SMITH BARNEY (BOZEMAN MT)
BOTH
Issued 08/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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