Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Vandeveld is a financial advisor with over 30 years of experience in the industry. She currently works at Merrill Lynch, Pierce, Fenner & Smith Inc., and has previously held positions at BANC of AMERICA INVESTMENT SERVICES, INC., LASALLE FINANCIAL SERVICES, INC., ESSEX NATIONAL SECURITIES, INC., and ABN AMRO INCORPORATED. Molly is registered to provide investment advice in 36 states and holds several industry certifications, including Series 7, Series 24, Series 63, Series 65, and Series 72. In addition to her advisory role, she is also a member of the advisory board at Christ the King Church and a committee member of the Christ the King School Foundation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
10/10/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
04/24/1992 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
CA
07/12/1995 - 05/01/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CT
01/31/1997 - 12/10/1998
ABN AMRO INCORPORATED (STAMFORD CT)
CT
11/11/1994 - 04/03/1996
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
IA
Issued 08/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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