Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randolph? Claim Your ProfileRandolph Toledo is a financial advisor with Cetera Investment Advisers LLC. Randolph has been working in the financial services industry since December 2003. Randolph is registered with the state of California as an investment advisor representative. Randolph is also registered with the state of Texas as an investment advisor representative, but this registration is currently a resident registration. Randolph is licensed to offer a variety of financial services, including financial planning, pension consulting, and portfolio management.
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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CA
02/13/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
NJ
12/11/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Franklin Lakes NJ)
CA
12/05/2006 - 12/17/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
11/01/2006 - 11/10/2006
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
05/09/2005 - 05/02/2006
XCU CAPITAL CORPORATION, INC. (CARLSBAD CA)
MA
08/03/2004 - 05/09/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
04/23/2004 - 04/28/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
SC
02/06/2003 - 04/16/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 05/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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