Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Wayne Sitzman is a financial advisor with Cetera Investment Advisers LLC. Randy has been in the industry since 1987 and holds Series 3, 7, 8, 9, 10, 24, 63 and 65 licenses. Randy is registered in 53 states and has held previous positions with FFEC WEALTH PARTNERS LLC, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., SMITH BARNEY SHEARSON INC., and LEHMAN BROTHERS INC. Cetera Investment Advisers LLC is a registered investment advisor with approximately $104 billion in assets under management. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, businesses, and institutions.
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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2
MT
06/29/2023 - Present
Cetera Investment Advisers LLC (BILLINGS MT)
AZ
09/02/2008 - 10/24/2022
FFEC WEALTH PARTNERS LLC (SCOTTSDALE AZ)
MT
04/02/2007 - 09/05/2008
MORGAN STANLEY & CO. INCORPORATED (BILLINGS MT)
MT
08/03/1993 - 04/02/2007
MORGAN STANLEY DW INC. (BILLINGS MT)
NY
07/31/1993 - 08/20/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
07/22/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/18/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1997
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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