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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy James Morse is an investment advisor representative at Creative Planning, a firm with offices in Overland Park, KS. Randy has been in the financial services industry since 1993 and is registered to provide investment advice in Arizona, California, and Texas. Randy is a Certified Financial Planner and specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Randy has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans.
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.
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2
KS
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
CA
08/08/1996 - 03/20/2018
FIDELITY BROKERAGE SERVICES LLC (NEWPORT BEACH CA)
MI
08/21/1995 - 07/31/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
RI
08/04/1993 - 08/07/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 10/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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