Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Lynn Valentine is a financial advisor with over 20 years of experience in the industry. Randy is a registered representative with Raymond James Financial Services Advisors, Inc., and has earned the Series 7 and 63 licenses. Randy also holds the Series 65 license and has been actively working as an investment advisor representative since 2010. Randy offers a variety of services to individuals and businesses, including financial planning, portfolio management, and investment advice. Randy is dedicated to helping clients achieve their financial goals. Randy is committed to providing personalized service and building long-term relationships with clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (Wyoming MI)
MI
04/16/2002 - 07/21/2008
EDWARD JONES (GRANDVILLE MI)
IA
Issued 05/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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