Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Ryan Vander weide is a financial professional with over 28 years of experience in the industry. Jody currently works at Osaic Wealth, Inc. based in Grand Rapids, MI. Previously, Jody worked for SIGMA FINANCIAL CORPORATION and RAYMOND JAMES FINANCIAL SERVICES, INC. in Grand Rapids, MI as well as LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in Fort Wayne, IN. Jody specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and 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.
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.
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2
MI
07/11/2024 - Present
Osaic Wealth, Inc. (Grand Rapids MI)
MI
11/06/2006 - 03/15/2024
SIGMA FINANCIAL CORPORATION (GRAND RAPIDS MI)
MI
12/17/2002 - 11/07/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
IN
05/26/1995 - 12/18/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/26/1995 - 12/18/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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