Unclaimed
Randall Savicki is a financial advisor with over 20 years of experience in the industry. Randall has been registered with Commonwealth Financial Network since October 2024 and with Savicki Capital, LLC since February 2021. Randall provides financial planning services to individuals, families, and businesses. Randall is also a registered representative with Savicki Capital, LLC. Prior to joining Commonwealth Financial Network, Randall worked as a financial advisor for LifeMark Securities Corp., CUSO Financial Services, L.P., Westor Capital Group, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Randall holds a Series 7, Series 31, and Series 66 licenses. Randall is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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
NY
10/30/2024 - Present
Commonwealth Financial Network (UTICA NY)
NY
09/02/2011 - 05/31/2017
LIFEMARK SECURITIES CORP. (YORKVILLE NY)
NY
09/26/2006 - 09/20/2011
CUSO FINANCIAL SERVICES, L.P. (YORKVILLE NY)
NY
05/31/2005 - 09/05/2006
WESTOR CAPITAL GROUP, INC. (UTICA NY)
MN
06/09/2003 - 05/12/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/09/2003 - 05/12/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/24/2001 - 01/28/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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