Unclaimed
Graciela Van wyk is a financial advisor registered with Edward Jones in Ankeny, Iowa. Graciela has been working in the financial industry since 2007. Graciela also holds registrations in Arizona, Arkansas, California, Colorado, Iowa, Kansas, Missouri, New York, Texas and Virginia. Graciela provides financial planning, pension consulting, and portfolio management services to individual, business, and institutional clients. Prior to joining Edward Jones, Graciela worked with Principal Securities in West Des Moines, Iowa.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IA
08/23/2024 - Present
Edward Jones (ANKENY IA)
IA
10/01/2007 - 08/13/2024
PRINCIPAL SECURITIES, INC. (West Des Moines IA)
BOTH
Issued 05/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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