Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randi? Claim Your ProfileRandi Allyn Bednarczyk is a financial advisor at Raymond James Financial Services Advisors, Inc. Randi has been in the industry since 2008. Randi holds the Series 66, Series 7 and SIE licenses. Randi has been a registered representative with Raymond James since September 2022. Previously, Randi was a registered representative with Edward Jones. Randi works with a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Randi provides financial planning, portfolio management, and other services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
09/29/2022 - Present
Raymond James Financial Services Advisors, Inc. (Walnut Creek CA)
CA
11/01/2016 - 09/30/2022
EDWARD JONES (WALNUT CREEK CA)
BOTH
Issued 11/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Randi Bednarczyk is the right advisor for you? Invested Better is here to help.
