Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Silvey is an investment advisor representative with Infinity Financial Services Advisory, a firm registered with the Securities and Exchange Commission (SEC) as an investment advisor. Randall has been in the financial services industry since 2003 and has experience with both broker-dealers and investment advisory firms. Randall is registered to provide investment advice in several states, including California, Massachusetts, Missouri, Nevada, New Mexico, Oregon, and Texas. Randall provides financial planning, pension consulting, and portfolio management services to individuals and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/16/2020 - Present
Infinity Financial Services Advisory (OAKLAND CA)
MO
08/16/2013 - 03/21/2017
LPL FINANCIAL LLC (LEES SUMMIT MO)
MO
04/19/2011 - 08/27/2013
BANCWEST INVESTMENT SERVICES, INC. (KANSAS CITY MO)
MO
12/01/2009 - 04/18/2011
U.S. BANCORP INVESTMENTS, INC. (INDEPENDENCE MO)
MO
08/12/2006 - 11/19/2009
BANCWEST INVESTMENT SERVICES, INC. (LEES'S SUMMIT MO)
MO
07/26/2005 - 08/12/2006
INVEST FINANCIAL CORPORATION (LEES'S SUMMIT MO)
IL
07/06/2005 - 07/08/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/05/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
02/10/2003 - 06/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/26/2001 - 01/29/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 11/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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