Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy MacDonald is a financial advisor with Wells Fargo Clearing Services, LLC. Randy has over 16 years of experience in the financial industry and holds a variety of licenses and certifications, including Series 4, 7, 10, 24, 53, 63, 65, 9, SIE, and 99TO. Randy previously worked at Mutual Service Corporation in West Palm Beach, FL. Randy provides a range of financial services to individuals and businesses, including financial planning, investment management, and portfolio management. Randy is committed to helping clients achieve their 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.
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.
Investment consulting services to institutional clients
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
FL
07/14/2010 - Present
Wells Fargo Clearing Services, LLC (WINTER PARK FL)
FL
04/24/2006 - 04/03/2009
MUTUAL SERVICE CORPORATION (WEST PALM BEACH FL)
BC
Issued 05/21/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2007
Series 4 - Registered Options Principal Examination
BC
Issued 09/11/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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