Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Geoffrey Vincent is a financial advisor with Stonebrook Capital Management, Inc.. Randall has been in the industry since 1970. Randall specializes in providing financial planning, portfolio management for businesses and individuals, and portfolio management for investment companies. Randall has a strong track record of success in providing financial advice to clients. Randall is committed to providing clients with the highest level of personalized service and is dedicated to helping them 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.
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
AZ
09/20/2001 - Present
Stonebrook Capital Management, Inc. (Carefree AZ)
FL
01/04/1999 - 11/24/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/08/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
03/22/1984 - 03/15/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/26/1976 - 04/05/1984
E. F. HUTTON & COMPANY INC
NA
10/12/1970 - 02/08/1976
ROBERT W BAIRD & CO INCORPORATED CONSOLIDATED
IA
Issued 02/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 01/15/1969
Series 1 - Registered Representative Examination
Active
Inactive
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