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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randye? Claim Your ProfileRandye Kaplan is a financial professional with over 30 years of experience in the industry. Randye holds the Series 7, 63 and 65 licenses and is a Certified Financial Planner. Randye is currently affiliated with Beacon Pointe Advisors, LLC and has been with the firm since May 2019. Randye provides financial planning, portfolio management and consulting services to individuals, families, businesses and institutions. Before joining Beacon Pointe, Randye was a financial advisor at Walden Capital Advisors, LLC, where they worked from 2013 to 2016. Randye has also worked for Prudential-Bache Securities Inc. and Blitstein LLC. Randye specializes in providing financial advice to high-net-worth individuals, families, businesses, charitable organizations and pension and profit-sharing plans.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
CT
02/22/2017 - Present
Beacon Pointe Advisors, LLC (Roxbury CT)
NA
10/21/1987 - 11/30/1990
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 06/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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