
Licenced
Financial advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser
Independent advice gives you more than you may think.
RANDA Strategies LLC, is a financial services boutique firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is independent, so our loyalty belongs exclusively to our clients.
Our independence enables us to establish working relationships with a number of industry-leading firms and insurance providers whose products we leverage to help create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
Jonathan OffersLong-term relationships, that are built on mutual trust
RANDA Strategies LLC is committed to providing an exceptional level of specialization and expertise. Jonathan ensures, he has the resources and solutions necessary to build a portfolio with a diverse mix of equity2, fixed income2, and specialty asset classes, thereby helping his clients reach their long-term goals and withstand unforeseen fluctuations.
Truly independent financial guidance
RANDA Strategies LLC is not directly affiliated with an investment management firm, thereby conducting advisory practices that are independent and free from the pressures of recommending proprietary investment vehicles. This allows Jonathan to select product solutions that best align with the individual goals of his clients.
A conflict-free investment manager compensation model, our asset-based fee advisory compensation approach results in more comprehensive advice and allows Jonathan to stay focused on the holistic needs of his clients.
The RANDA Strategies Advantage; Our planning discipline Protection.Retirement.Investment.Estate: Trusted guidance, comprehensive solutions.
Instead, he has got licensed and certified because being independent is very important to us.
Financial advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser
RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.
National Association of Insurance and Financial AdvisorsTM.
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®.
MDRT is a global independent association of life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial. MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Jonathan has the honor to have achived a qualifyng MDRT 4 membership status from 2012 to 2018.
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