Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Leclair is an investment advisor representative with Zacks Investment Management, Inc. Randy has been in the industry since December 23, 1993 and has experience working with various firms. Randy has licenses in North Carolina as an investment advisor representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
11/10/2006 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
NC
01/23/2006 - 11/14/2006
OPTSECURITIES, LLC (CHARLOTTE NC)
ME
11/09/2001 - 11/04/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IN
07/02/1998 - 12/07/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/29/1998 - 12/07/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
04/29/1994 - 06/30/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
01/25/1993 - 05/02/1994
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
12/01/1989 - 12/11/1990
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 03/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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