Unclaimed
Jeffery Allen Miedema is a financial advisor with Raymond James & Associates, Inc. He is registered with the state of Arizona and has been in the industry since 1994. Jeffery's experience includes working with various financial institutions including UBS Financial Services Inc., RBC Dain Rauscher Inc. and Piper Jaffray Inc. Jeffery is also a registered Investment Advisor.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AZ
03/17/2021 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
MN
02/13/2003 - 04/12/2010
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
NY
02/27/1998 - 02/21/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
01/20/1994 - 03/24/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 07/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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