Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Koenes is a financial advisor who has been in the industry since April 1995. Currently, Randall Koenes is registered with LPL Financial LLC and is located in Grand Rapids, Michigan. Randall Koenes is licensed in nine states including Alaska, California, Colorado, Florida, Illinois, Michigan, Missouri, South Carolina and has been in the securities industry since April 1995. Randall Koenes is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory 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
MI
04/23/2010 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MA
09/17/1998 - 11/24/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MI
04/27/1995 - 09/25/1998
CENTENNIAL SECURITIES COMPANY, INC. (GRAND RAPIDS MI)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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