Joseph Randazzo has been an investment adviser representative at Beacon Financial Advisory since August 2016, and is not listed among the firm’s executive officers or direct owners.
Beacon Financial Advisory LLC is a Cleveland, OH firm with $901M under management, 1,556 clients and 13 advisers across 5 offices, as of its March 2026 filing.
Joseph Randazzo’s longest registration is the current one, 10 years at Lincoln Investment since 2016. Before joining Beacon Financial Advisory in 2016, Joseph Randazzo was registered through Sterne Agee Investment Advisor Services, Inc. and Jefferson Pilot Securities Corp.
- Lincoln InvestmentAlso current– present · 10 yearsTwinsburg, OH · Adviser representative · Firm CRD 519
- – present · 10 yearsTwinsburg, OH · Adviser representative · Firm CRD 174334
- Sterne Agee Investment Advisor Services, Inc.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 174182
- Sterne Agee Investment Advisor Services, Inc.– · 10 yearsTwinsburg, OH · Adviser representative · Firm CRD 7365
- Jefferson Pilot Securities Corp– · under a yearTwinsburg, OH · Adviser representative · Firm CRD 3870
- WRP Investments, Inc.– · 2 yearsYoungstown, OH · Adviser representative · Firm CRD 7365
Investment adviser representative registrations
Joseph Randazzo is registered as an investment adviser representative in 2 states. The first approvals date from August 2016; the most recent is Indiana, in January 2018.
- IndianaSince 2 January 2018
- OhioSince 18 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 25 July 2005 |
| Series 7 | General Securities Representative Examination | 29 March 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 October 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 June 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Charles Randazzo
- CRD
- 2207910
- Firm
- Beacon Financial Advisory · CRD 174334
- Office
- 2214 Enterprise Parkway East, Twinsburg, OH 44087
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joseph Randazzo work?
Joseph Randazzo is an investment adviser representative registered through Beacon Financial Advisory LLC since August 2016, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Randazzo a financial advisor?
Yes. Joseph Randazzo has a current investment-adviser registration in Indiana and Ohio, through Beacon Financial Advisory since August 2016.
How many years of experience does Joseph Randazzo have?
Joseph Randazzo has 34 years in the financial industry, since August 1992, across 5 adviser firms.
What exams has Joseph Randazzo passed?
Joseph Randazzo has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in June 1992. FINRA credited Joseph Randazzo with the SIE, which began in October 2018.
Where did Joseph Randazzo work before Beacon Financial Advisory?
Before Beacon Financial Advisory, Joseph Randazzo was registered through Sterne Agee Investment Advisor Services, Inc., January 2005 to January 2015; Jefferson Pilot Securities Corp, January 2005 to January 2005; WRP Investments, Inc., February 2002 to December 2004.
Where is Joseph Randazzo based?
Joseph Randazzo’s registered office is in Twinsburg, OH.
Is Joseph Randazzo registered with FINRA?
Yes. Joseph Randazzo has a current broker registration, under CRD 2207910.
Source: FINRA BrokerCheck
How can I verify Joseph Randazzo’s record?
Search CRD 2207910 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Randazzo’s full registration record.
