Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Minas is a financial advisor with Stifel, Nicolaus & Company, Inc.. Randall has been in the financial services industry since 1976 and has a wide range of experience. Randall holds the Series 4, 7, 9, 10, 24, 63 and 65 licenses. Randall is a CERTIFIED FINANCIAL PLANNER™ professional. Randall is also active in the community, serving on the boards of several organizations. Randall is committed to providing his clients with personalized financial advice and helping them reach 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.
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.
1
2
IN
02/28/2017 - Present
Stifel, Nicolaus & Company, Inc. (CROWN POINT IN)
IN
05/15/2009 - 02/28/2017
CITY SECURITIES CORPORATION (CROWN POINT IN)
IN
06/12/1979 - 05/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
NA
04/23/1976 - 07/04/1979
ELDON-EMMOR & CO., INC.
IA
Issued 09/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/1978
Series 24 - General Securities Principal Examination
BC
Issued 09/06/1978
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/10/1976
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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