Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Erven Porzel is a financial advisor registered with Hightower Advisors, LLC based in Chicago, IL. Randy has been in the industry since 2006 and holds both Series 66 and Series 7 licenses. Randy has experience in both active and inactive scopes with prior affiliations including Comprehensive Asset Management and Servicing, Inc., and Raymond James Financial Services, Inc. Randy also holds a Certified Financial Planner designation and has a history of serving corporations, investment companies, insurance companies, pension and profit sharing plans, charitable organizations, and individuals.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/07/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
10/06/2011 - 10/14/2014
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (CHICAGO IL)
IL
10/23/2008 - 10/04/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 02/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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