Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randie? Claim Your ProfileRandie Jill Sanford is a registered investment advisor representative with Kingswood Wealth Advisors, LLC. Randie has been in the industry for over 30 years. Randie specializes in providing financial planning, portfolio management, and selection of other advisors. Randie has worked with clients from all walks of life, including individuals, corporations, and pension plans. Randie holds the Series 7 and Series 65 licenses. Randie also has experience working with clients from various walks of life, including high-net-worth individuals, insurance companies, and corporations.
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.
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 consulting
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.
A percentage of the total value of assets under management is charged.
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NY
07/26/2024 - Present
Kingswood Wealth Advisors, LLC (Woodbury NY)
NY
12/08/2008 - 11/24/2010
CUNA BROKERAGE SERVICES, INC. (ISLANDIA NY)
NY
11/02/1999 - 11/20/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/02/1992 - 11/08/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/03/1992 - 06/25/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
NJ
11/20/1991 - 01/15/1992
HALPERT AND COMPANY, INC. (MILLBURN NJ)
IA
Issued 04/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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