Unclaimed
Randy Bochniak is a financial professional with over 20 years of experience in the industry. Randy has been registered with Cetera Investment Advisers LLC since 2011, and previously worked with Hochman & Baker Securities, Inc. Randy has a strong background in investments, financial planning, and accounting. Randy is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA). Randy works with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
1
2
PA
09/20/2011 - Present
Cetera Investment Advisers LLC (QUAKERTOWN PA)
CT
01/07/2002 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 01/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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