Unclaimed
Randall Benedict has been a financial advisor for over 35 years. Randall is a Registered Representative of Wells Fargo Clearing Services, LLC. Randall's primary branch office location is in Clearwater, Florida. Randall previously worked at Morgan Stanley DW Inc., PaineWebber Incorporated, Chatfield Dean & Co., Inc. and The Stuart-James Company, Incorporated. Randall holds the Series 31, Series 7, Series 24, and Series 63 licenses. Randall also holds a SIE license. Randall is registered with the State of Florida and Texas as an Investment Advisor Representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/13/2018 - Present
Wells Fargo Clearing Services, LLC (CLEARWATER FL)
NY
05/20/1998 - 07/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/03/1992 - 05/20/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CO
11/27/1990 - 08/06/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
08/21/1986 - 03/24/1992
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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