Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Patrick is a financial professional with over 13 years of experience in the financial services industry. Randall is a Certified Financial Planner and holds Series 6, 7, 24, 63 and 65 licenses. Randall currently works at Planmember Securities Corp. and is also a partner and agent for Mindful Wealth Planners LLC DBA Mindful Wealth Insurance Solutions. Randall has a strong focus on providing investment supervisory services and financial planning advice to individuals, families, corporations 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.
Provides investment supervisory services
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.
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2
CA
07/22/2021 - Present
Planmember Securities Corp. (Ventura CA)
IA
Issued 12/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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