Unclaimed
Rodney Clay Randle is an Investment Advisor Representative with Cetera Investment Advisers LLC. Rodney has been in the securities industry since September 1984. Rodney is registered with the state of Florida and is also a registered Investment Advisor in Texas. Rodney has been with Cetera Investment Advisers LLC since January 2014. Prior to that, Rodney worked for Cetera Investment Services in St. Cloud, MN and was a Credit Union employee for Pen Air Credit Union in Pensacola, FL. Rodney has experience with a variety of client types including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and banking or thrift 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.
1
2
FL
06/02/2022 - Present
Cetera Investment Advisers LLC (PENSACOLA FL)
FL
06/30/2005 - 08/04/2009
WELLS FARGO ADVISORS, LLC (PENSACOLA FL)
NY
09/24/1984 - 07/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rodney Randle is the right advisor for you? Invested Better is here to help.