Unclaimed
Randall Shane Fidler is a financial advisor at LPL Financial LLC with a wide range of experience in the financial industry. Randall has been serving clients since 1995 and is registered to provide investment advice in multiple states. Randall is qualified to provide investment advice for a variety of clients, including individuals, corporations, and retirement plans. In addition to providing financial advice, Randall can assist clients with various other services like financial planning, education seminars, and selection of other advisors.
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.
1
2
OK
10/05/1998 - Present
LPL Financial LLC (TULSA OK)
NY
10/05/1998 - 05/09/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
04/08/1997 - 10/12/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
05/30/1995 - 02/14/1997
WESTERN AMERICAN SECURITIES CORPORATION (RICHARDSON TX)
IA
Issued 05/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1995
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Randall Fidler is the right advisor for you? Invested Better is here to help.