Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
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

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

Stancorp Investment Advisers, Inc.

location

PORTLAND, OR

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Randy Oneil Cater is a registered representative with Stancorp Equities, Inc. and an investment advisor representative with Stancorp Investment Advisers, Inc. Randy Cater has been in the industry since August 2001. In addition to being a registered representative of Stancorp Equities, Inc., Randy Cater is associated with Standard Retirement Services, an investment adviser representative of Stancorp Investment Advisers, Inc., and an insurance producer appointed with Standard Insurance Company. Standard Retirement Services is a retirement plan service provider that offers recordkeeping and plan administration services, Stancorp Investment Advisers, Inc. offers investment advice to retirement plan sponsors and plan participants, and Standard Insurance Company is a manufacturer of insurance products. Randy Cater devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
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
Unclaimed

Onedigital Investment Advisors

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Randy Lee Miller is a registered investment advisor with over 30 years of experience in the financial services industry. Randy has been with Onedigital Investment Advisors since 2024 and is a registered investment advisor in Oregon and Texas. Prior to joining Onedigital Investment Advisors, Randy worked at CRABBE HUSON SECURITIES, INC. and KIDDER, PEABODY & CO. INCORPORATED. Randy holds both Series 6 and Series 7 licenses, as well as Series 63 and Series 65 licenses, which enables Randy to provide a wide range of financial services to individuals, families, and businesses.

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

Oppenheimer & Co. Inc.

location

LOS ANGELES, CA

experience

42 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Randy Farzin Moshtael is a financial advisor with over 40 years of experience in the industry. Randy is currently registered with Oppenheimer & Co. Inc. Randy also has previous experience working with Morgan Stanley DW INC, Salomon Smith Barney Inc, Lehman Brothers Inc, Shearson Pacific, and E.F. Hutton & Company Inc. Randy holds a Series 63, SIE, Series 3, Series 7, Series 6, and Series 22 licenses and specializes in Financial Planning, Pension Consulting, Selection of other advisors, Portfolio management for businesses, and Portfolio management for individuals. Randy is dedicated to helping clients achieve their financial goals.

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
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

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

BOISE, ID

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randy S Anderson is a financial advisor with over 25 years of experience in the industry. Randy is currently registered with Stifel, Nicolaus & Company, Inc. and is based in Boise, ID. Randy has been registered with Stiefel since 2021. Prior to joining Stiefel, Randy was with UBS Financial Services Inc. from 2012 to 2020. Randy also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated from 1996 to 2012. Randy is a CERTIFIED FINANCIAL PLANNER™ and has passed multiple industry exams including the Series 7, Series 63, Series 65 and the SIE exam.

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

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

Ebensburg, PA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randy William Seymour is a financial advisor with over 30 years of experience in the industry. Randy is a Certified Financial Planner, and has licenses to operate in multiple states. Randy works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Randy is registered with Stifel, Nicolaus & Company, Inc., but has also previously been employed by WELLS FARGO CLEARING SERVICES, LLC and FIRST UNION CAPITAL MARKETS CORP. Randy is a knowledgeable and experienced financial advisor.

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

Robert W. Baird & Co. Inc.

location

Toledo, OH

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Randy Jay Yoder is a financial advisor registered with Robert W. Baird & Co. Inc. Randy has been in the industry since 1999 and has held previous roles with WELLS FARGO CLEARING SERVICES, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., and FIRST UNION SECURITIES, INC.. Randy holds Series 63, 65, 7, 9, 10, and SIE licenses and is registered in 21 states. Randy specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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

Need help matching

with the right advisor?