Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy S Anderson is a financial advisor with over 25 years of experience in the industry. Randy is currently registered with Stifel, Nicolaus & Company, Inc. and is based in Boise, ID. Randy has been registered with Stiefel since 2021. Prior to joining Stiefel, Randy was with UBS Financial Services Inc. from 2012 to 2020. Randy also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated from 1996 to 2012. Randy is a CERTIFIED FINANCIAL PLANNER™ and has passed multiple industry exams including the Series 7, Series 63, Series 65 and the SIE exam.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
01/06/2021 - Present
Stifel, Nicolaus & Company, Inc. (BOISE ID)
ID
02/03/2012 - 11/25/2020
UBS FINANCIAL SERVICES INC. (BOISE ID)
ID
05/03/1996 - 02/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
IA
Issued 04/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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