Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Jenkins is a financial advisor with Avantax Advisory Services, a firm with a national reach and over 124,000 clients. Randall has been in the financial industry since 1994 and is licensed in 26 states and has worked in California for the duration of his career. Randall has a strong background in tax preparation and is a Certified Public Accountant, providing a broad perspective to his clients.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
02/02/2024 - Present
Avantax Advisory Services (CERES CA)
BC
Issued 01/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/01/1997
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/19/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 01/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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