Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Keller is an investment advisor representative with Wells Fargo Clearing Services, LLC. Randall has been in the financial industry since 1987. Randall has licenses in both the broker-dealer and investment advisor worlds and is registered with the Securities and Exchange Commission and with many states across the country. Randall is a Series 3, 7, 31, and 65 licensed professional. Randall is also a Series 63 and SIE licensed professional. Randall previously worked with McDonald Investments Inc. and Dean Witter Reynolds Inc. Randall has experience working with corporations, individuals, charitable organizations, and pension and profit sharing plans. Randall is committed to providing clients with personalized financial advice and services.
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.
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.
Investment consulting services to institutional clients
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
OH
02/11/2019 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE OH)
OH
04/13/1995 - 10/09/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
12/22/1987 - 04/27/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/22/1987 - 03/01/1988
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 06/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1990
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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