Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Siebert is a financial advisor with Fidelity Personal And Workplace Advisors. Randy has been a registered representative in the securities industry since 2002. Randy is licensed in 53 states and has a Series 6, 7, and 66 license, along with a Securities Industry Essentials (SIE) designation. Randy specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans. Randy’s experience and expertise can help you achieve your financial goals.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
04/10/2002 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (LEWISVILLE TX)
BOTH
Issued 05/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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