As Program Manager and LPL Financial Advisor with the firm, Randy Westerman plays an integral role in the continued success of First Investment Services. Since 2002, he has worked closely with clients to help them identify and pursue their most valued financial objectives. Whether working with individuals, families, or business owners, Randy prioritizes personal relationships in every aspect of his approach. Through personal, one-on-one consultation, he strives to fully understand his clients’ unique needs and goals, then develop a comprehensive strategy to work towards those objectives.
Previously from corporate America and now a veteran of the financial world, Randy currently holds his FINRA Series 7, 63, & 66 securities registrations with LPL Financial. A graduate of Quincy University, Randy and his wife, Susie, reside in Quincy and have three children, Parker, Paige, and Claire. In his free time, Randy enjoys coaching youth sports, working on house projects, attending car shows, and being with his family.
Registered for Securities in States: AL, AZ, CA, DE, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, OK, OR, SC, TX, UT, VA, WA, WI, WV
Registered as IAR in States: IL, TX