Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Jones is an investment advisor representative associated with Osaic Wealth, Inc. Randall has been working in the financial services industry for over 20 years. He is also a Certified Public Accountant and has been operating an accounting practice since 1999. Randall is registered with the state of Arizona and California. He has held previous positions with SAGEPOINT FINANCIAL, INC. and INTERSECURITIES, INC. Randall specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (CHANDLER AZ)
AZ
01/30/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CHANDLER AZ)
FL
11/13/2002 - 12/31/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 12/3/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/30/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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