Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randolph? Claim Your ProfileRandolph Martin is an investment advisor representative for Rossby Financial, LLC. Randolph has over 30 years of experience in the financial services industry and is a Certified Financial Planner. Randolph has a strong background in providing investment advice and financial planning to individuals, families, and businesses. He is also experienced in working with clients who have a high net worth. Randolph is committed to providing his clients with personalized financial advice and investment management solutions. He is also committed to building strong relationships with his clients and understanding their unique financial needs. Randolph is licensed to sell fixed insurance but not actively engaged in the sales of insurance products. He is also a book publisher and is the owner of the Randolph Martin Retirement Group, a DBA name for advisory services offered through Rossby Financial, 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.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
OH
07/02/2024 - Present
Rossby Financial, LLC (COLUMBUS OH)
OH
06/16/2010 - 07/16/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (COLUMBUS OH)
OH
03/28/1979 - 06/22/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBUS OH)
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1979
Series 1 - Registered Representative Examination
Active
Inactive
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