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50,030 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. JOSEPH, MI

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Randy Alexander Bettich is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Randy has been in the securities industry since October 23, 1986. Randy has a Series 63 license in Michigan, a Series 66 license in Indiana and a Series 7 license in Michigan. Randy has a Series 63 license in Michigan, a Series 66 license in Indiana and a Series 7 license in Michigan. Randy's firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for businesses. Randy specializes in investments for Individuals and businesses. Randy is also registered as an investment advisor representative (IAR) in Indiana, Michigan, and Texas. Randy is a member of the Lake Michigan College Foundation Board of Trustees and the Humane Society of Southwestern Michigan Board of Trustees.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BOK Financial Securities, Inc.

location

Oklahoma City, OK

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Randy Ingargiola is a financial advisor with Bok Financial Securities, Inc., with over 20 years of experience in the financial industry. Randy has been with Bok Financial Securities, Inc. since April 2018 and is based in the Oklahoma City, OK office. Prior to joining Bok Financial Securities, Inc. Randy worked at Vonfeldt & Associates, Inc., Brokers Transaction Services, Inc., and Stifel, Nicolaus & Company, Incorporated. Randy offers a range of financial services including financial planning, portfolio management for businesses and individuals, as well as educational seminars. Randy is registered with the state of Oklahoma and has licenses in Series 63, Series 65, Series 24, SIE, and Series 7.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Voya Investment Management Co. LLC

location

COTTONWOOD HEIGHTS, UT

0 Disclosures

ADVISOR BIO

Randy Cameron is an Investment Advisor Representative associated with Voya Investment Management Co. LLC, registered with the state of Utah. Randy has been in the industry since April 2015, working with Financial Institution Growth LLC, and prior to that with no employment, in October 2014. Randy specializes in retirement plans, mutual funds, pension plans, hedge funds, and variable annuities.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

HOUSTON, TX

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Randy Scott Nelson is a financial professional with over 40 years of experience in the industry. Randy is currently registered with RBC Capital Markets, LLC, and previously worked for firms including Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Miller Johnson Steichen Kinnard, Inc., and Miller, Johnson & Kuehn, Incorporated. Randy has been registered with the state of Texas since 2006. Randy is a licensed securities professional with the Series 7, 24, 63 and 66 licenses. Randy holds a Series 66 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BELLEVUE, WA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Randy Allyn Hulett is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Bellevue, Washington. Randy has been working in the securities industry since April 23, 1992. Randy holds licenses in Washington, Texas, and other states. Randy has a wide range of experience and expertise, including financial planning, pension consulting, and portfolio management. Randy is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

FORT WORTH, TX

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randy Bray is a financial advisor registered in 28 states with Oppenheimer & Co. Inc. Randy has been in the financial industry since 2003 and has been with Oppenheimer & Co. Inc. since 2018. Randy specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting. Randy has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

GREEN BAY, WI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Randy West is a financial advisor with Robert W. Baird & Co. Inc. based in GREEN BAY, WI. Randy is a registered representative with the state of Connecticut, North Carolina, and Wisconsin. Randy has been in the industry since 2015, providing financial services to individuals, families, and businesses. Randy specializes in providing investment management, financial planning, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

D.a. Davidson & Co.

location

OMAHA, NE

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Randy Dean Leeper is a financial professional with over 20 years of experience in the industry. Randy is currently registered with D.A. Davidson & Co. Previously, Randy was employed by Legent Clearing and Kirkpatrick, Pettis, Smith, Polian Inc. Randy specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Randy George Hillier is an Investment Advisor Representative with Mariner Wealth. Randy has been in the industry since June 1993 and is registered with the state of Pennsylvania. Randy holds the Series 65 exam and specializes in Portfolio Management for individuals and businesses, Financial Planning, Pension Consulting and Educational Seminars. Randy is also an insurance agent and provides insurance services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Scottsdale, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Randy Rudolph is a financial advisor with Vanguard Advisers, Inc. Randy is a Certified Financial Planner® professional with over 3 years of experience in the industry. Randy has Series 7 and Series 63 securities licenses, and the SIE exam. Randy is registered as an Investment Advisor Representative in Arizona and Texas. Randy specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Randy also provides financial planning services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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