Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Laboy is a financial advisor with Kestra Advisory Services, LLC. Randy has been in the industry since November 13, 2013, and has experience working with both individuals and businesses. Randy has a diverse background and holds multiple licenses including Series 3, 4, 6, 7, 9, 10, 63, and 66. Randy specializes in financial planning, portfolio management, and pension consulting.
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.
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
TX
07/03/2024 - Present
Kestra Advisory Services, LLC (Austin TX)
TX
01/29/2016 - 02/09/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
06/05/2014 - 01/26/2016
OPTIONSXPRESS, INC. (AUSTIN TX)
TX
12/12/2013 - 06/03/2014
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
03/22/2013 - 09/12/2013
NYLIFE SECURITIES LLC (AUSTIN TX)
BOTH
Issued 05/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2018
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2018
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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