Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Pickering is a financial advisor with LPL Financial LLC. Randy has been in the financial services industry since 1984. Randy has a wide range of experience in the financial services industry, having worked for several firms, including Jefferson Pilot Securities Corporation, Jefferson-Pilot Investor Services, Inc., United Pacific Securities, Inc., Programmed Equities Corporation, Monarch Securities, Inc., Planned Investments Inc., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Randy is also the president of Pickering Insurance Services Inc., an insurance agency that sells health and life insurance.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
05/17/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
03/19/2020 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (VISTA CA)
CA
06/06/2003 - 03/19/2020
PROEQUITIES, INC. (VISTA CA)
IN
10/01/1997 - 05/23/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
08/28/1995 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
CA
03/29/1994 - 08/25/1995
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
NA
06/09/1988 - 04/06/1994
PROGRAMMED EQUITIES CORPORATION
NA
06/21/1984 - 09/09/1988
MONARCH SECURITIES, INC.
NA
04/29/1986 - 06/30/1988
PLANNED INVESTMENTS INC.
NA
12/17/1983 - 02/10/1984
MML INVESTORS SERVICES, INC.
NA
11/08/1983 - 02/06/1984
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BOTH
Issued 06/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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