Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Reed is a financial advisor with over 25 years of experience in the industry. Randall is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with LPL FINANCIAL LLC, FIRSTMERIT FINANCIAL SERVICES, INC, INVEST FINANCIAL CORPORATION, FIRSTMERIT SECURITIES, INC., and PRUCO SECURITIES CORPORATION. Randall is a Series 6, 7, 9, 10, 24, 27, 66, 99 and SIE licensed advisor. Randall is licensed in a variety of states including, but not limited to, Ohio, Pennsylvania and Texas. Randall's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, and Educational Seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
07/10/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CANTON OH)
OH
11/22/2013 - 05/08/2014
LPL FINANCIAL LLC (AKRON OH)
OH
10/06/2009 - 11/19/2013
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
07/28/2005 - 01/14/2010
INVEST FINANCIAL CORPORATION (AKRON OH)
OH
07/13/1998 - 07/28/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
NJ
03/18/1998 - 03/23/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2000
Series 4 - Registered Options Principal Examination
BC
Issued 01/04/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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