Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth DeLeeuw is a financial advisor with Raymond James Financial Services Advisors, Inc. Beth has been in the financial services industry since 1999 and is registered in Michigan and Indiana. Beth has experience in portfolio management for businesses and individuals, financial planning and pension consulting. Beth also offers educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
09/07/2022 - Present
Raymond James Financial Services Advisors, Inc. (Saginaw MI)
MI
10/14/2021 - 08/17/2022
THE HUNTINGTON INVESTMENT COMPANY (Auburn MI)
MI
09/20/2019 - 10/13/2021
CETERA INVESTMENT SERVICES LLC (SAGINAW MI)
MI
05/01/2002 - 09/19/2019
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
NJ
10/01/2001 - 04/30/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
NY
06/14/2000 - 10/01/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
10/07/1999 - 06/14/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 04/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Beth Deleeuw is the right advisor for you? Invested Better is here to help.
