Unclaimed
Randle Schumacher is a financial advisor with over 20 years of experience. Randle is currently registered with Equitable Advisors, LLC and has held past registrations with LPL Financial LLC, AXA Advisors, LLC, Wealthforge, LLC and New England Securities. Randle is also a registered principal and has licenses in both California and Nevada. Randle is a dedicated financial advisor with a proven track record of success.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/06/2022 - Present
Equitable Advisors, LLC (SAN DIEGO CA)
CA
07/07/2020 - 11/29/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
02/20/2014 - 01/07/2020
AXA ADVISORS, LLC (SAN DIEGO CA)
VA
08/12/2013 - 12/20/2013
WEALTHFORGE, LLC (RICHMOND VA)
CA
07/18/2011 - 03/27/2013
NEW ENGLAND SECURITIES (WOODLAND HILLS CA)
CA
06/27/2007 - 03/26/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
10/07/1999 - 06/29/2007
AXA ADVISORS, LLC (SAN DIEGO CA)
NY
10/07/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/27/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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