Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl William Veenendaal is a financial advisor with over 30 years of experience in the financial industry. Carl is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since June 2009. Prior to that, Carl worked with Raymond James Financial Services, Inc., Wellington Investment Services Corp., and Everen Securities, Inc. Carl is a Series 63, Series 7, and SIE licensed advisor. Carl specializes in providing financial advice to individuals, businesses, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Carl's experience and expertise allow him to provide comprehensive financial planning and investment management services to his clients.
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
WI
06/01/2009 - Present
Raymond James Financial Services Advisors, Inc. (ELM GROVE WI)
WI
10/23/2002 - 10/24/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (MILWAUKEE WI)
WI
03/30/1994 - 10/29/2002
WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)
MO
09/04/1990 - 11/03/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/05/1990 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
BC
Issued 01/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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