Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Roebuck is a financial advisor with Uniting Wealth Partners, a registered investment advisor. Randall has been in the financial services industry since 1986 and has worked for a number of well-known firms, including Edward Jones and Paine Webber. Randall specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Randall offers a range of services, including financial planning, portfolio management, and selection of other advisors. Randall holds Series 3, 6, 7, 10, 24, 31, 63, and 65 licenses, as well as the Certified Financial Planner designation.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AR
10/28/2024 - Present
Uniting Wealth Partners (BELLA VISTA AR)
MO
01/19/1996 - 03/25/2003
EDWARD JONES (ST. LOUIS MO)
NJ
10/11/1992 - 03/09/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/25/1988 - 10/19/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/21/1986 - 04/06/1988
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 07/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/16/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/05/1988
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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