Randy M See

Current Employers

Employment History

• 09/2009 → Present
  Principal Life Insurance Company
  Raleigh, NC
• 07/2013 → 01/2023
  Mid Atlantic Executive Benefits
  Raleigh, NC
• 03/2016 → Present
  Principal Securities, Inc.
  Raleigh, NC
• 07/2021 → Present
  Hunter And See Wealth Management
  Raleigh, NC
• 01/2025 → Present
  See Wealth Management
  Raleigh, NC

Other Businesses

**OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE AND FIXED ANNUITIES THROUGH VARIOUS CARRIERS,12/18/2012. **Fixed Insurance; Investment Related; Agent; Group Benefits; Start Date: 03/28/2019; 2 hrs per month; 2 during trading hours. **RENTAL HOUSE POSITION: Rental House NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2024 ADDRESS: 1712 Hunting Ridge Road, Raleigh NC 27615, United States DESCRIPTION: We are renting out a townhouse we recently purchased. We are using a property management company to handle the details. **SEE WEALTH MANAGEMENT POSITION: President NATURE: DI/A&H Insurance, Fee-based Financial Planning, Life Insurance/Annuities, Mutual Funds/Securities/ VA / VL, Seminars/Educational Workshops INVESTMENT RELATED: Yes NUMBER OF HOURS: 165 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 4141 Parklake Ave, Suite 450, Raleigh NC 27612, United States DESCRIPTION: See Wealth Management will serve as a DBA for agent, Randy See. He will use it to market his individual practice selling Life/DI/LTC insurance, fixed life/annuity products and securities related products. His title will be President, and his role will be financial advisor, investment advisor.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-03

Designations