Unclaimed
Randy McQueen is an investment advisor representative with Osaic Wealth, Inc. and has been in the industry since July 29, 1985. Randy is a Certified Financial Planner and a Chartered Financial Consultant. Randy McQueen is registered with FINRA, the state of Kansas, Missouri, and Texas. Randy McQueen provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Randy McQueen has experience with a variety of client types including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
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.
1
2
KS
11/02/2018 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (OVERLAND PARK KS)
KS
01/29/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OVERLAND PARK KS)
MA
07/30/1985 - 02/22/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/30/1985 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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