Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Koontz is an investment advisor representative with Uniting Wealth Partners, LLC. Randy has been in the industry since 1988 and is licensed in 27 states. Randy has worked at several firms, including Raymond James & Associates, Inc., Morgan Stanley DW Inc. and A.G. Edwards & Sons, Inc. Randy holds several licenses including Series 7, 6, 9, 10, 31, and 65, as well as the SIE. Randy specializes in financial planning, portfolio management for individuals, and selection of other advisers. Randy is a licensed insurance agent and also owns Pinnacle Wealth Mgt.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
KS
10/29/2024 - Present
Uniting Wealth Partners (MISSION KS)
AR
08/18/2006 - 08/10/2018
RAYMOND JAMES & ASSOCIATES, INC. (ROGERS AR)
AR
03/28/2002 - 08/21/2006
MORGAN STANLEY DW INC. (ROGERS AR)
MO
07/27/1990 - 04/30/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
VA
10/03/1988 - 06/08/1990
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
Issued 07/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Randy Koontz is the right advisor for you? Invested Better is here to help.
