Jonathan Guzman (CRD# 5906080) is an Investment Advisor Representative working at Randa Wealth Strategies in Easton, PA and has over 11 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Randa Strategies Llc Dba Randa Wealth Strategies | Easton, PA | Nov 2022 - Current | 1 |
| Randa Strategies Insurance Agency, LLC | Easton, PA | Dec 2019 - Current | 4 |
| Egida, LLC | Easton, PA | Dec 2015 - Current | 8 |
| Randa Strategies, LLC | Easton, PA | Mar 2015 - Current | 9 |
| Eagle Strategies LLC | Edison, NJ | Jun 2017 - Nov 2022 | 5 |
| Nylife Securities LLC | Edison, NJ | Apr 2012 - Nov 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- NJ
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- 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
- Pension consulting services
NJ, PA
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