Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Dominic Jaramillo is an Investment Advisor Representative with Simplicity Wealth. Randy is licensed in Indiana and Texas. Randy has been in the financial industry for over 16 years. Randy has previously been registered with NYLIFE Securities LLC and Nationwide Securities, Inc. Randy holds the Series 6, Series 63, Series 65, and Series 6TO licenses. Randy specializes in financial planning, portfolio management for individuals and businesses, and publication of periodicals. Randy also holds the SIE license.
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.
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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NJ
02/02/2024 - Present
Simplicity Wealth (SUMMIT NJ)
TX
09/14/2020 - 03/12/2021
NYLIFE SECURITIES LLC (DALLAS TX)
TX
09/18/2006 - 05/23/2007
NYLIFE SECURITIES LLC (EL PASO TX)
OH
10/18/2004 - 03/22/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
IA
Issued 12/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/17/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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