Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randel? Claim Your ProfileRandel Guerra Morris has been a financial advisor for over 37 years. Randel is a Registered Representative of Raymond James & Associates, Inc., a firm with over 3700 licensed agents and 7700 registered representatives. Randel is also an Investment Adviser Representative, and he has a large amount of experience in offering a variety of financial advisory services including, financial planning, pension consulting, and portfolio management. Randel has been with Raymond James since July of 2019.
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.
Please see note in schedule d - miscellaneous
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
PA
07/15/2019 - Present
Raymond James & Associates, Inc. (CRANBERRY TOWNSHIP PA)
KY
03/08/1999 - 07/31/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
PA
12/23/1994 - 03/05/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
03/04/1994 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
VA
01/24/1991 - 02/26/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
PA
02/12/1985 - 01/25/1991
FINANCIAL INVESTMENT ANALYSTS, INC. (PITTSBURGH PA)
BC
Issued 01/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/15/1996
Series 4 - Registered Options Principal Examination
BC
Issued 01/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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