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Randy Steven Schuster

Valmark Advisers, Inc.

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About Randy Steven Schuster

Randy Schuster is an investment advisor representative with Valmark Advisers, Inc., a firm registered with the SEC. Randy has over 25 years of experience in the financial services industry. Randy is also a licensed insurance broker. Randy has a broad range of experience and offers financial planning, portfolio management, and pension consulting services to individual and institutional clients. Randy is committed to providing clients with personalized financial advice and guidance.

Firm Information

Randy Schuster is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randy Schuster’s Registration & Firm History

NY

08/03/2020 - Present

Valmark Advisers, Inc. (Pittsford NY)

NY

11/16/2007 - 08/04/2020

HORNOR, TOWNSEND & KENT, LLC (PITTSFORD NY)

NY

01/11/1995 - 12/03/2007

1717 CAPITAL MANAGEMENT COMPANY (ROCHESTER NY)

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Licenses & Designations

IA

Issued 09/24/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randy Steven Schuster.
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