Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall William Keslar is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Randall has been in the industry since September 2018 and holds licenses in both Florida and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Randall worked for Edward Jones in New Castle, Pennsylvania. Randall's areas of specialization include retirement planning, college savings, estate planning, and insurance. Randall offers a range of services to help clients meet their financial goals, including financial planning, portfolio management, and insurance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
08/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT MYERS FL)
PA
09/13/2018 - 07/18/2023
EDWARD JONES (NEW CASTLE PA)
BOTH
Issued 10/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Randall Keslar is the right advisor for you? Invested Better is here to help.
