Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randi? Claim Your ProfileRandi Lynn Bildeaux is a financial advisor with LPL Financial LLC in SOUTHLAKE, TX. Randi has been in the financial industry since 2017 and has held previous roles with CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., and CETERA ADVISOR NETWORKS LLC. Randi holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Randi is currently registered with LPL Financial LLC and is also registered with the State of Texas. Randi specializes in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and other business development companies.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
06/27/2023 - Present
LPL Financial LLC (SOUTHLAKE TX)
TX
09/09/2022 - 06/13/2023
CETERA ADVISORS LLC (FORT WORTH TX)
TX
08/10/2017 - 09/09/2022
FIRST ALLIED SECURITIES, INC. (FORT WORTH TX)
MN
11/30/2016 - 07/10/2017
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
BOTH
Issued 12/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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