Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Stark is a financial advisor with over 30 years of experience in the industry. Randy is currently registered with Truist Advisory Services, INC. and holds several licenses and certifications, including Series 7, Series 31, Series 63, and Series 65. Randy has previously been associated with several other firms, including BB&T Securities, LLC, Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc, UBS Paine Webber Inc, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Jesup, Josephthal & Co., INC., Josephthal & Co., INCORPORATED, J. T. Moran & Co., INC., Greentree Securities Corp., and Brooks Weinger Robbins & Leeds Inc. Randy specializes in providing financial planning and investment advice to high net worth individuals, corporations, and other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
FL
04/15/2021 - Present
Truist Advisory Services, Inc. (FORT LAUDERDALE FL)
VA
11/22/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
06/08/2007 - 12/05/2017
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
04/05/2002 - 06/18/2007
CITIGROUP GLOBAL MARKETS INC. (FORT LAUDERDALE FL)
NJ
01/13/1997 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/04/1993 - 01/15/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/27/1990 - 01/15/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/29/1990 - 12/03/1990
JESUP, JOSEPHTHAL & CO., INC.
NA
01/31/1990 - 05/29/1990
JOSEPHTHAL & CO., INCORPORATED
NA
11/23/1988 - 02/27/1990
J. T. MORAN & CO., INC.
NA
01/04/1988 - 12/13/1988
GREENTREE SECURITIES CORP.
NA
09/24/1985 - 02/03/1988
BROOKS WEINGER ROBBINS & LEEDS INC.
IA
Issued 4/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 9/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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