Unclaimed
Randall Ross Lanning is a financial advisor with Raymond James & Associates, Inc. Randall has over 40 years of experience in the financial services industry. Randall is registered to provide investment advisory and brokerage services in 32 states. Randall is a Series 7, 31, and 65 licensed professional with experience in financial planning, portfolio management 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.
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.
Please see note in schedule d - miscellaneous
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
MI
07/16/2009 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
NY
08/25/1989 - 06/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/03/1987 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
04/13/1981 - 12/15/1987
E. F. HUTTON & COMPANY INC
IA
Issued 01/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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