Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Podell is a financial advisor who has been working in the financial services industry since 1989. He is currently registered with Centaurus Financial, Inc. in California and has experience working with individuals, corporations, and high-net-worth clients. Randy is a Certified Financial Planner and offers a range of financial planning services, including portfolio management, financial planning, and pension consulting. He is dedicated to helping clients achieve their financial goals. Randy is also an insurance agent and has been selling health, dental, vision, Medicare supplements, disability income, long-term care, and Part D since 1979.
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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CA
04/16/2019 - Present
Centaurus Financial, Inc. (THOUSAND OAKS CA)
CA
11/25/1987 - 08/10/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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