Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Verlin is a financial advisor with over 35 years of experience in the industry. Randall is currently registered with Cambridge Investment Research Advisors, Inc. Randall has a broad range of experience, having worked with several firms throughout their career. Randall is a Certified Financial Planner and holds Series 6, 7, 24, 63, 99TO and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
03/04/2010 - Present
Cambridge Investment Research Advisors, Inc. (KALAMAZOO MI)
MI
06/24/2002 - 08/21/2009
MUTUAL SERVICE CORPORATION (KALAMAZOO MI)
AZ
08/01/1997 - 06/26/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
12/12/1995 - 08/05/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MO
01/02/1992 - 12/14/1995
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
IL
04/02/1990 - 12/31/1991
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
IL
03/22/1988 - 12/31/1989
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
NA
11/29/1985 - 03/08/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 11/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1991
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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