Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Alexander Bettich is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Randy has been in the securities industry since October 23, 1986. Randy has a Series 63 license in Michigan, a Series 66 license in Indiana and a Series 7 license in Michigan. Randy has a Series 63 license in Michigan, a Series 66 license in Indiana and a Series 7 license in Michigan. Randy's firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for businesses. Randy specializes in investments for Individuals and businesses. Randy is also registered as an investment advisor representative (IAR) in Indiana, Michigan, and Texas. Randy is a member of the Lake Michigan College Foundation Board of Trustees and the Humane Society of Southwestern Michigan Board of Trustees.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
11/07/2019 - Present
Stifel, Nicolaus & Company, Inc. (ST. JOSEPH MI)
MI
01/01/2008 - 03/16/2012
WELLS FARGO ADVISORS, LLC (ST. JOSEPH MI)
MI
11/09/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. JOSEPH MI)
NA
10/24/1986 - 11/15/1988
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 09/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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