Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Flicker is a financial advisor with Raymond James Financial Services Advisors, Inc. He is a registered representative with the state of Montana and Washington. Randy has over 16 years of experience in the financial services industry. Randy’s firm provides a wide range of financial services to individuals and businesses. These include financial planning, portfolio management, and investment advisory services. Randy's firm is headquartered in Saint Petersburg, Florida. Randy has been with the firm since 2011 and currently operates out of the Kalispell, Montana office.
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
MT
02/28/2011 - Present
Raymond James Financial Services Advisors, Inc. (KALISPELL MT)
WA
04/20/2010 - 02/25/2011
CHASE INVESTMENT SERVICES CORP. (PORT ORCHARD WA)
WA
03/20/2006 - 05/01/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SILVERDALE WA)
BOTH
Issued 08/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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