Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Koliha is a financial advisor with LPL Financial LLC. Randy has been in the industry since 1995. Randy has a variety of experience including time with Cetera Investment Services LLC, Fintegra, LLC, Raymond James Financial Services, Inc., Invest Financial Corporation, and PFS Investments Inc. Randy specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, and Portfolio Management for Businesses and Individuals. Randy is registered in 17 states. Randy is also registered with FINRA as a Registered Representative. Randy is currently registered in Montana as both a Registered Representative and Investment Adviser 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.
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.
Consulting and other non-discretionary advisory services
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
MT
11/29/2016 - Present
LPL Financial LLC (BILLINGS MT)
MT
12/08/2006 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (BILLINGS MT)
MT
01/23/2002 - 12/15/2006
FINTEGRA, LLC (BILLINGS MT)
FL
12/20/2000 - 01/25/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
WI
07/13/1999 - 12/20/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
GA
04/10/1997 - 09/09/1999
PFS INVESTMENTS INC. (DULUTH GA)
GA
06/23/1994 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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