Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Alan Pattison is an Investment Advisor Representative with Belleair Wealth Management, LLC. Randy has been in the industry since 2008 and has worked with both Wells Fargo Advisors, LLC and Transamerica Financial Advisors, INC. Randy Alan Pattison has offices in Belleair Bluffs, Florida and is registered with the state of Arizona, California, Florida, Hawaii and South Carolina.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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FL
09/16/2024 - Present
Belleair Wealth Management, LLC (BELLEAIR BLUFFS FL)
FL
11/03/2010 - 09/03/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (BELLEAIR BLUFFS FL)
IN
03/12/2008 - 06/01/2009
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
BOTH
Issued 03/20/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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