Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Allan Olfers is an investment advisor representative at Verity Asset Management. Randy has over 20 years of experience in the financial services industry and holds both Series 65 and Series 66 licenses. Randy has been a licensed investment advisor representative since 2002. Randy's previous experience includes roles at AXIO FINANCIAL LLC, MANAGED ACCOUNT SERVICES, LLC, INVESTMENT PROFESSIONALS, INC., FURTHER LANE SECURITIES, L.P., ADVISORS ASSET MANAGEMENT, INC. and WADDELL & REED, INC. Randy specializes in providing financial planning, portfolio management, and investment advisory services. Randy also provides administrative services for advisors, pension consulting, and educational seminars. Randy has a strong track record of providing high-quality financial services to clients.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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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TX
07/11/2023 - Present
Verity Asset Management (BOERNE TX)
NY
06/08/2018 - 03/22/2019
AXIO FINANCIAL LLC (NEW YORK NY)
TX
01/11/2017 - 04/02/2018
MANAGED ACCOUNT SERVICES, LLC (Boerne TX)
TX
03/06/2013 - 11/29/2016
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NY
10/30/2012 - 03/07/2013
FURTHER LANE SECURITIES, L.P. (NEW YORK NY)
TX
09/24/2003 - 02/10/2012
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
KS
12/04/2002 - 09/08/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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