Unclaimed
Randy James Landry is a financial advisor with over 30 years of experience in the industry. Randy has held various roles with well-known firms such as Merrill Lynch, Legg Mason Wood Walker, Citigroup Global Markets, Morgan Stanley, and now, Raymond James & Associates, Inc. Randy is registered with the Securities and Exchange Commission as an Investment Advisor Representative. Randy has a strong understanding of the financial markets and has a proven track record of providing clients with personalized investment advice. Randy is committed to helping clients achieve their financial goals through a variety of investment strategies.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
02/14/2025 - Present
Raymond James & Associates, Inc. (LAFAYETTE LA)
LA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
MD
05/19/1995 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
03/27/1990 - 03/29/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/25/1989 - 01/15/1990
F.N. WOLF & CO., INC.
IA
Issued 07/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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