Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Bliss is a financial advisor with over 30 years of experience in the industry. Randall currently works at Sanctuary Advisors, LLC. Randall has held several previous positions at firms such as Concourse Financial Group Securities, Inc., Denmark Investment Services, Inc., Key Investments Inc., and Investors Capital Corp. Randall is licensed in multiple states including Ohio, Texas, California, Montana, New Hampshire, Virginia, and Arizona. Randall holds several industry designations including the Certified Financial Planner designation. Randall specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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2
OH
02/22/2023 - Present
Sanctuary Advisors, LLC (CLEVELAND OH)
OH
09/06/2001 - 03/10/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CONCORD OH)
OH
01/16/1997 - 08/31/2001
DENMARK INVESTMENT SERVICES, INC. (BEACHWOOD OH)
OH
03/03/1995 - 08/26/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
01/17/1995 - 03/03/1995
SOCIETY INVESTMENTS, INC.
MA
03/07/1994 - 12/16/1994
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MN
04/22/1991 - 02/20/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/22/1991 - 02/20/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
01/09/1989 - 12/31/1989
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
03/20/1985 - 06/02/1987
WASHINGTON NATIONAL EQUITY COMPANY
BOTH
Issued 12/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/27/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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