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 Wakely has been in the financial services industry since 1988. Randall is currently a registered representative with PFS Investments Inc. Randall is registered in Florida and is an active Series 63, 7TO and Series 6TO registered representative with PFS Investments Inc. Previously Randall has worked for Franklin/Templeton Distributors, Inc., FRANKLIN FINANCIAL SERVICES CORPORATION, THE INVESTMENT CENTER, INC., PAMCO SECURITIES AND INSURANCE SERVICES, ANCHOR NATIONAL FINANCIAL SERVICES, INC., BLINDER, ROBINSON & CO.,INC., DEAN WITTER REYNOLDS INC., and ECONOMIC RESEARCH ANALYSTS, INC.. Randall's professional experience includes a variety of financial services, including investment advisory services, financial planning services, and portfolio management.
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.
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.
1
2
PA
02/15/2024 - Present
PFS Investments Inc. (STATE COLLEGE PA)
PA
01/24/2018 - 12/31/2020
PFS INVESTMENTS INC. (STATE COLLEGE PA)
FL
12/06/2002 - 02/19/2016
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
CA
10/14/1997 - 11/15/2002
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
TX
12/21/1993 - 12/11/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NJ
05/23/1991 - 12/31/1991
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NA
04/30/1987 - 06/17/1989
PAMCO SECURITIES AND INSURANCE SERVICES
NA
06/20/1985 - 05/11/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
09/18/1984 - 06/24/1985
BLINDER, ROBINSON & CO.,INC.
NA
11/03/1982 - 03/12/1984
BLINDER, ROBINSON & CO.,INC.
NA
09/15/1978 - 01/10/1983
DEAN WITTER REYNOLDS INC.
NA
05/20/1977 - 05/08/1978
ECONOMIC RESEARCH ANALYSTS, INC.
BC
Issued 08/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1978
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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