Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Aufleger is an investment advisor representative with Ameriprise Financial Services, LLC. Randy has been in the industry since November 15, 2010, and has a wide range of experience in the financial services industry. Randy holds both Series 7 and Series 63 licenses, as well as the Series 65. Randy has worked with a variety of clients, including individuals, families, businesses, and trusts. Randy offers a variety of financial services, including asset allocation, financial planning, retirement planning, and investment management. Randy is committed to helping clients achieve their financial goals. Randy has been a financial advisor with Ameriprise Financial Services, LLC since 2015 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and MetLife Securities Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
GA
01/02/2015 - Present
Ameriprise Financial Services, LLC (SUWANEE GA)
GA
09/17/2012 - 01/07/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
09/08/2010 - 07/09/2012
METLIFE SECURITIES INC. (ATLANTA GA)
IA
Issued 04/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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