Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Tennant is a financial advisor with over 10 years of experience in the industry. Randy is currently registered with Sequent Planning, LLC and has a Series 65 license. Randy has previously held positions with PRUCO SECURITIES, LLC., COUNTRY CAPITAL MANAGEMENT COMPANY, HORNOR, TOWNSEND & KENT, INC., AMERIPRISE FINANCIAL SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Randy specializes in financial planning and portfolio management for individuals.
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.
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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NE
05/22/2023 - Present
Sequent Planning, LLC (OMAHA NE)
OR
06/14/2021 - 05/19/2023
PRUCO SECURITIES, LLC. (Lake Oswego OR)
OR
12/15/2016 - 02/22/2021
COUNTRY CAPITAL MANAGEMENT COMPANY (CLACKAMAS OR)
OR
05/06/2016 - 07/22/2016
HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)
OR
05/29/2015 - 01/13/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Portland OR)
OR
02/27/2014 - 06/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAVERTON OR)
OR
08/03/2012 - 12/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
IA
Issued 04/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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