Randall Joselit, financial advisor Phoenix AZ

Randall Joselit

CRD Number: 4104183
Current Firm: Joselit Asset Management

Randall Joselit (CRD# 4104183) is an Investment Advisor Representative working at Joselit Asset Management in Phoenix, AZ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
New York Life Insurance Co Scottsdale, AZ Oct 2006 - Current 17
Nylife Securities Scottsdale, AZ Oct 2006 - Current 17
Randall S, Joselit Cpa, Pc Phoenix, AZ Sep 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Randall S. Joselit
Phone Number: 312-203-6684
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $1,833,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, IL

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