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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Vanderweele is a financial advisor with Raymond James & Associates, Inc. Jeffrey has been in the financial industry since 1999, and holds Series 7, 9, 10, 31, 65, and 66 licenses. Jeffrey has worked at Raymond James & Associates, Inc. since 2011, and has previously worked at Oppenheimer & Co. Inc., McDonald Investments Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey Vanderweele offers advisory services including financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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
MI
01/20/2011 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
MI
11/10/2003 - 01/11/2011
OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)
OH
07/24/2000 - 11/07/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
05/05/1999 - 07/12/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/04/1999
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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