Unclaimed
Kiel Vanderveen is an Investment Advisor Representative associated with Raymond James Financial Services Advisors, Inc. Kiel has been in the securities industry since January 14, 2013 and is currently registered with FINRA and the states of Nebraska and Texas. Kiel is licensed in over 20 states and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and other financial advisory services. Kiel has a Bachelor of Arts degree in Business Administration and an MBA from the University of Nebraska.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
01/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (Nebraska City NE)
BOTH
Issued 02/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/15/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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