Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Levi Nakamura is a financial advisor with over 20 years of experience in the industry. Randall holds the Series 7, Series 63, Series 55, Series 65, SIE and Series 57TO licenses and is registered to provide investment advice in Florida, Georgia, Kentucky, and New York. Randall is a Certified Financial Planner and a Chartered Financial Consultant, and has a deep understanding of the financial planning process. Randall provides a variety of services to individuals, families, businesses, and charitable organizations, including financial planning, portfolio management, and investment advisory services. Randall currently works at J. W. Cole Advisors, Inc. in Tampa, Florida. In addition to their current role, Randall has held positions with CUNA Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and ETG, L.L.C.
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.
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.
Hourly & fixed rate consulting
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
FL
03/04/2020 - Present
J. W. Cole Advisors, Inc. (NEPTUNE BEACH FL)
FL
09/30/2002 - 03/03/2020
CUNA BROKERAGE SERVICES, INC. (Neptune Beach FL)
NY
03/07/2001 - 09/18/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/01/1999 - 02/09/2001
ETG, L.L.C. (NEW YORK NY)
NY
03/26/1998 - 02/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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