Unclaimed
Randy Voepel is a financial professional with over 20 years of experience in the financial services industry. He is currently registered with Farmers Financial Solutions, LLC in San Diego, California. Randy has passed several industry exams, including the Series 7, Series 6, Series 63, and the SIE. Randy has a broad range of experience in the financial services industry having worked at several other firms over the years.
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.
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.
1
2
CA
09/02/2023 - Present
Farmers Financial Solutions, LLC (SAN DIEGO CA)
SC
09/14/1998 - 01/04/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
03/17/1992 - 09/02/1998
THE SECURITIES CENTER, INC. (CHULA VISTA CA)
CA
11/03/1987 - 01/03/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
05/23/1986 - 11/17/1987
PLANNER'S INDEPENDENT MANAGEMENT, INC.
NA
07/06/1983 - 12/13/1983
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/18/1981 - 06/13/1983
EQUICO SECURITIES, INC.
NA
05/18/1981 - 06/13/1983
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 09/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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