Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Schechter is an investment advisor with Charles Schwab & Co., Inc. Randy has been in the industry since 1988. They have experience with a wide range of clients including individuals, high-net-worth individuals, insurance companies, pension and profit-sharing plans, corporations or other businesses, charitable organizations, pooled investment vehicles, investment companies, and state or municipal government entities. Randy offers a range of services including financial planning, selection of other advisors, and wrap fee programs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
07/08/1997 - Present
Charles Schwab & CO., Inc. (Newport Beach CA)
MN
05/11/1996 - 06/20/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/11/1996 - 06/20/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
05/25/1990 - 04/04/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
08/21/1987 - 05/02/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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