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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Lauren Decker is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Rochester, MI. Beth has been in the financial services industry since 2008, holding licenses in 25 states and holding a Series 7, Series 10, Series 24, Series 31 and a SIE license. Beth is also a Chartered Financial Consultant. She has experience working with a wide range of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, insurance companies, and banking or thrift institutions. Beth provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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
07/31/2020 - Present
Raymond James Financial Services Advisors, Inc. (Rochester MI)
MI
04/28/2017 - 07/31/2020
RAYMOND JAMES & ASSOCIATES, INC. (Clinton Township MI)
MI
09/09/2014 - 05/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON TOWNSHIP MI)
MI
01/10/2013 - 08/25/2014
CSSC BROKERAGE SERVICES, INC. (TROY MI)
MI
09/29/2008 - 01/11/2013
THE HUNTINGTON INVESTMENT COMPANY (CLINTON TOWNSHIP MI)
BOTH
Issued 04/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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