Unclaimed
Randy Michael Deitke is an investment advisor representative with Edelman Financial Engines. Randy has been in the financial services industry since 1991. Randy has a Series 63, Series 66, Series 7, Series 8, and Series 24 license. Randy specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses, and publication of periodicals. Randy is registered with the state of Florida, Illinois, and 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
IL
11/16/2016 - Present
Edelman Financial Engines (OAKBROOK TERRACE IL)
IL
05/16/2006 - 08/03/2007
VESTOR CAPITAL SECURITIES CORPORATION (CHICAGO IL)
IL
12/01/2005 - 02/01/2006
CCO INVESTMENT SERVICES CORP. (ROLLING MEADOWS IL)
OH
09/14/2005 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NE
07/23/2004 - 09/08/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NE
01/01/1992 - 07/16/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
09/05/1991 - 11/25/1991
GUARDIAN INTERNATIONAL SECURITIES CORP.
BOTH
Issued 09/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/10/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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