Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paul Vanderschaaf is a financial advisor with Raymond James & Associates, Inc. Steven has over 20 years of experience in the financial services industry and has held prior roles with Morgan Stanley and Citigroup Global Markets Inc. Steven is registered to provide investment advice in Iowa and Texas and is licensed to sell securities in over 20 states.
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
IA
04/30/2021 - Present
Raymond James & Associates, Inc. (Davenport IA)
IA
06/01/2009 - 05/18/2021
MORGAN STANLEY (DAVENPORT IA)
IA
07/23/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DAVENPORT IA)
IA
Issued 08/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2001
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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