Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randolph? Claim Your ProfileRandolph Bernard Autrey is a financial advisor with over 30 years of experience in the financial services industry. Randolph is registered with Arkadios Wealth Advisors and is licensed to provide investment advice in North Carolina and South Carolina. He previously worked at Triad Advisors LLC, New England Securities, and Princor Financial Services Corporation. Randolph holds the Series 6, 7, 24, 63, and 66 licenses and is a SIE exam holder. Randolph specializes in financial planning, portfolio management for individuals, and pension consulting. He also provides financial services through Thompson/Pratt Capital Management LLC and Exclusive Financial Resources, LLC.
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.
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.
1
2
SC
11/13/2020 - Present
Arkadios Wealth Advisors (Indian Land SC)
NC
04/25/2014 - 05/21/2020
TRIAD ADVISORS LLC (Charlotte NC)
NC
09/27/2006 - 04/18/2014
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
12/05/2003 - 10/11/2006
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
NY
06/06/1990 - 11/14/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 06/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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