Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randell? Claim Your ProfileRandell Ogden is a financial advisor at Cambridge Investment Research Advisors, Inc. Randell has been in the financial industry since February 5, 1990. Randell is registered with Cambridge Investment Research Advisors, Inc. in the following states: Colorado, Florida, New York, Texas and Virginia. Randell is also registered as an Investment Advisor Representative in New York and Texas. Randell specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NY
02/12/2021 - Present
Cambridge Investment Research Advisors, Inc. (Rochester NY)
NY
10/27/1997 - 02/12/2021
SAGE, RUTTY & CO., INC. (ROCHESTER NY)
DE
12/14/1994 - 10/06/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
02/05/1990 - 12/19/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/05/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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