Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randolph? Claim Your ProfileRandolph Samuel Balch is an investment advisor representative with Osaic Wealth, Inc.. Randolph has been in the financial services industry since November 8, 1973. Randolph has been registered with Osaic Wealth, Inc. since November 2, 2018. Randolph is also registered with the state of Texas. Randolph holds the Series 7TO, SIE, and Series 1 licenses. In addition to working for Osaic Wealth, Inc., Randolph is also the owner/adviser of Financial & Insurance Services of Texas, LLC. Randolph has over 30 years of experience providing financial planning and investment strategies to individuals and businesses. Randolph is dedicated to helping clients achieve their financial goals.
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.
1
2
TX
11/02/2018 - Present
Osaic Wealth, Inc. (MESQUITE TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (MESQUITE TX)
TX
12/13/2004 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MESQUITE TX)
KS
01/29/1996 - 12/14/2004
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
TX
04/19/1990 - 02/02/1996
DOMINION CAPITAL CORPORATION (DALLAS TX)
CA
11/08/1973 - 03/03/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 11/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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