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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Fulks is a financial advisor at Osaic Wealth, Inc. located in Scottsdale, AZ. Randall has been in the financial services industry since 2006 and holds several licenses and certifications. Randall has experience in various areas of financial planning, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Randall's expertise in the industry is demonstrated by previous employment with firms such as Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Liberty Group, LLC and Quest Capital Strategies, Inc. Randall holds the Series 7, 63, 66, 24, and SIE licenses and has experience in various investment areas, including equity, fixed income, mutual funds, and alternative investments.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
08/23/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
08/24/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
09/22/2015 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/22/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
CA
09/10/2009 - 06/25/2015
LIBERTY GROUP, LLC (OAKLAND CA)
OH
05/13/2004 - 09/10/2007
NRP FINANCIAL, INC. (BRYAN OH)
CA
11/27/2002 - 02/05/2003
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 07/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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