Unclaimed
Randy Stark is a financial advisor with Truist Advisory Services, Inc. Randy has been in the industry since September 23, 1985 and has experience in providing financial advice to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Randy holds a variety of licenses and certifications, including the Series 7, Series 31, Series 63, and Series 65. Randy is registered with the following state regulators: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Maine, Maryland, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Randy is also a registered Investment Advisor with the state of Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
04/15/2021 - Present
Truist Advisory Services, Inc. (FORT LAUDERDALE FL)
VA
11/22/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
06/08/2007 - 12/05/2017
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
04/05/2002 - 06/18/2007
CITIGROUP GLOBAL MARKETS INC. (FORT LAUDERDALE FL)
NJ
01/13/1997 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/04/1993 - 01/15/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/27/1990 - 01/15/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/29/1990 - 12/03/1990
JESUP, JOSEPHTHAL & CO., INC.
NA
01/31/1990 - 05/29/1990
JOSEPHTHAL & CO., INCORPORATED
NA
11/23/1988 - 02/27/1990
J. T. MORAN & CO., INC.
NA
01/04/1988 - 12/13/1988
GREENTREE SECURITIES CORP.
NA
09/24/1985 - 02/03/1988
BROOKS WEINGER ROBBINS & LEEDS INC.
IA
Issued 04/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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