Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Mark Breidbart is a financial advisor with Osaic Wealth, Inc. based in Boca Raton, FL. Randy has been in the financial services industry since 1985. Randy has a wide range of experience, including working with individuals, businesses, and institutions. Randy has been a registered representative since 1985 and a registered investment advisor since 1999. Randy holds the Series 7, Series 63, and Series 65 licenses. Randy is committed to providing personalized financial advice to help clients reach 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.
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.
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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2
NY
08/25/2023 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
01/22/2019 - 08/11/2023
CETERA ADVISOR NETWORKS LLC (NEW YORK NY)
NY
03/10/2000 - 02/04/2019
NORTH RIDGE SECURITIES CORP. (NEW YORK NY)
NY
04/07/1997 - 03/20/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
03/15/1991 - 04/10/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
NA
08/06/1987 - 03/16/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
03/20/1985 - 08/26/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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