Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Votruba is a financial advisor with Raymond James & Associates, Inc.. Jeffrey has been a financial advisor for over 30 years and has experience with a variety of clients, including high-net-worth individuals, corporations, and institutions. Jeffrey offers financial planning, portfolio management, and retirement planning services.
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.
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2
MI
07/06/2022 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
OH
10/14/2021 - 02/04/2022
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MI
04/01/2019 - 10/13/2021
CETERA INVESTMENT SERVICES LLC (TROY MI)
OH
03/03/2017 - 03/18/2019
CITIZENS SECURITIES, INC. (TOLEDO OH)
OH
06/06/2012 - 03/24/2017
FIFTH THIRD SECURITIES, INC. (TOLEDO OH)
MI
06/01/2009 - 06/22/2012
MORGAN STANLEY SMITH BARNEY (ROCHESTER MI)
OH
08/13/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)
OH
04/02/2007 - 08/09/2007
MORGAN STANLEY & CO., INCORPORATED (WESTLAKE OH)
OH
01/14/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WESTLAKE OH)
MI
11/21/1989 - 01/14/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/1993
Series 24 - General Securities Principal Examination
BC
Issued 03/02/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/24/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2003
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1989
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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