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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Marie Randell is an Investment Advisor Representative at IMA Advisory Services, Inc. Rhonda has been working in the financial services industry since 2004. Rhonda is registered with the state of Colorado and Texas. Rhonda has Series 6, 7, 63, and 65 securities licenses and holds the SIE exam. Rhonda specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Rhonda has experience working with clients of all types, including individuals, families, businesses, and institutions. IMA Advisory Services, Inc. has offices in Denver, Colorado.
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
CO
05/30/2018 - Present
IMA Advisory Services, Inc. (Denver CO)
CO
05/30/2018 - 12/15/2023
IMA WEALTH (DENVER CO)
CO
02/21/2014 - 03/30/2018
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
11/10/2004 - 03/14/2012
STANCORP EQUITIES, INC. (DENVER CO)
NA
06/15/1994 - 08/25/1994
CHATFIELD DEAN & CO., INC.
BC
Issued 08/23/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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