Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Green is a financial advisor at Centaurus Financial, Inc. Randy has been working in the financial industry since 1996. Randy is registered with the state of California to provide investment advisory services. Randy holds Series 6, 7, 24, 63 and 65 licenses, as well as the SIE exam. Randy has experience providing financial planning, pension consulting, and portfolio management for both businesses and individuals. Randy also provides educational seminars and market timing services.
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.
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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CA
01/02/2020 - Present
Centaurus Financial, Inc. (ROSEVILLE CA)
CA
05/09/2007 - 02/11/2011
QA3 FINANCIAL CORP. (ROSEVILLE CA)
CA
04/28/1999 - 05/21/2007
PRINCOR FINANCIAL SERVICES CORPORATION (ROSEVILLE CA)
VA
06/18/1996 - 04/26/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 09/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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