Jay RandallCRD Number: 5622157
Current Firm: Principal Securities, Inc.
Jay Randall (CRD# 5622157) is an Investment Advisor Representative working at Principal Securities, Inc. in Dublin, OH and has over 3 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Princor Financial Service Corp||Dublin, OH||Nov 2008 - Current||9|
|Principal Life Insurance Co||Dublin, OH||Nov 2008 - Current||9|
|County Risk Sharing Authority||Columbus, OH||Jul 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2014|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV