Unclaimed
Randall Kerry Kistler is a financial advisor with over 29 years of experience in the financial services industry. Randall Kistler is currently registered with Osaic Wealth, Inc. in Berne, Indiana. Randall Kistler provides financial planning, portfolio management and pension consulting services to individuals, businesses and other investment advisors.
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.
1
2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (BERNE IN)
IN
11/03/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BERNE IN)
IN
05/07/2012 - 11/11/2016
NATIONAL PLANNING CORPORATION (BERNE IN)
IN
11/06/2006 - 05/11/2012
WOODBURY FINANCIAL SERVICES, INC. (BERNE IN)
IN
10/21/1999 - 11/08/2006
RAYMOND JAMES & ASSOCIATES, INC. (BERNE IN)
KY
11/03/1994 - 05/12/2000
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
SC
07/06/1994 - 11/22/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 08/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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