Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randolph? Claim Your ProfileRandolph Daniels is an investment advisor representative at Sanctuary Advisors, LLC in Indianapolis, Indiana. Randolph has been in the securities industry since September 24, 2012. Randolph is licensed to provide investment advice in Arkansas, Colorado, and Texas. Randolph previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, Texas.
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
IN
04/23/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
TX
05/08/2017 - 04/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
09/06/2012 - 04/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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