Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Joseph Addie is an investment advisor representative associated with 1834 Investment Advisors Co. Randy has more than 20 years of experience in the financial services industry. Randy is registered in Wisconsin. Randy is a registered representative with FINRA and is licensed to provide investment advice to individuals, businesses, and charitable organizations. Randy is a graduate of the University of Wisconsin-Madison. Randy has earned the Series 6, 7, 26, 63 and 65 licenses. Randy is a member of the Wisconsin Bankers Association.
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.
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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WI
02/07/2024 - Present
1834 Investment Advisors Co. (MILWAUKEE WI)
WI
06/02/2014 - 04/19/2023
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
WI
01/01/2009 - 07/19/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (JANESVILLE WI)
WI
04/16/2004 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (JANESVILLE WI)
MI
03/17/2003 - 03/25/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
05/28/1999 - 03/24/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/28/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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