Wealth Strategy Associate
Randi began her career at UBS Financial Services when she joined Steve Kocher and Daniel de Varona in 2007. She has qualified as a Registered Client Service Associate holding her series 7 and Series 66 licenses. She supports the Great Lakes Wealth Management Group by handling the administrative aspects of the business and assisting clients with full service account maintenance. Randi graduated from Michigan State University where she earned a B.A. in business.
Education
Wealth Strategy Associate
Randi began her career at UBS Financial Services when she joined Steve Kocher and Daniel de Varona in 2007. She has qualified as a Registered Client Service Associate holding her series 7 and Series 66 licenses. She supports the Great Lakes Wealth Management Group by handling the administrative aspects of the business and assisting clients with full service account maintenance. Randi graduated from Michigan State University where she earned a B.A. in business.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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