Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Reeves is a financial advisor who has been in the industry since September 1993. Randy is currently registered with Charles Schwab & Co., Inc. and holds several licenses and registrations including Series 4, 7, 8, 9, 10, 63 and 66. Randy has been with Charles Schwab since 1995 and is also a registered representative of Charles Schwab Bank. Randy has a strong background in providing financial advice to clients and specializes in financial planning, wrap fee programs and advisor referral programs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
01/04/2019 - Present
Charles Schwab & CO., Inc. (Northbrook IL)
MI
07/08/1992 - 07/07/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 02/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/1993
Series 4 - Registered Options Principal Examination
BC
Issued 08/16/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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