Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Stuart Herz is a financial professional with over 25 years of experience in the industry. Randy currently works with Ameritas Advisory Services, LLC and has been registered with the state of Connecticut since November 2021. Randy previously worked with Carillon Investments, Inc., and Berkshire Equity Sales, Inc. Randy has a broad range of experience, offering financial planning, pension consulting and other services to clients.
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.
Solicitor fees
1
2
CT
11/01/2021 - Present
Ameritas Advisory Services, LLC (AVON CT)
CT
12/01/2000 - 06/30/2006
CARILLON INVESTMENTS, INC. (FARMINGTON CT)
MA
10/08/1996 - 12/15/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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