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Charles J. Randazzo

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CRD#: 1152921
CR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Joseph Randazzo, who also goes by Charles J Randazzo, was a registered financial advisor .

Charles is a previously registered financial advisor and started their career in finance in 1983. Charles had worked at 5 firms and has passed the Series 63 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles J Randazzo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 18, 2005 - August 19, 2011

WRP INVESTMENTS, INC.

RIA
CRD#: 7365
TWINSBURG, OH
Past

January 14, 2005 - August 19, 2011

WRP INVESTMENTS, INC.

BD
CRD#: 7365
TWINSBURG, OH
Past

February 7, 2002 - December 31, 2004

WRP INVESTMENTS, INC.

RIA
CRD#: 7365
YOUNGSTOWN, OH
Past

July 1, 1991 - December 31, 2004

WRP INVESTMENTS, INC.

BD
CRD#: 7365
YOUNGSTOWN, OH
Past

April 1, 1991 - July 17, 1991

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

July 17, 1990 - April 1, 1991

PW SECURITIES, INC.

BD
CRD#: 6775
Past

March 10, 1989 - August 8, 1990

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

June 19, 1983 - February 20, 1991

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/30/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 7/31/1980
Non-Member General Securities Examination

Current Firm


WI
WRP INVESTMENTS, INC.
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | WRP INVESTMENTS, INC.

CRD#: 7365 / SEC#: 801-39365, 8-21374

BD
Terminated by SEC on 09/10/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 11/12/1976
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SAIAS FORM ADV PART 2A (10/10/2014)

Direct owners and executive officers


NamePositionCRD#
STERNE AGEE FINANCIAL SERVICES, INC.OWNER18456
OLSEN, JOHN GERALDCCO1395283

Disclosures


Regulatory Event3
Arbitration1
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WRP INVESTMENTS, INC.

CRD#: 7365

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