Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Van? Claim Your ProfileVan Joseph Hauswirth is a financial advisor who has been in the industry since 1994. Van is currently registered with Raymond James & Associates, Inc. and has been with the firm since 1999. Prior to that, Van was registered with Roney & Co. L.L.C. from 1995 to 1998 and Edward D. Jones & Co., L.P. from 1994 to 1995. Van specializes in portfolio management for businesses and individuals, as well as financial planning, pension consulting, and educational seminars. Van is also involved in several outside businesses that involve rental real estate and acting as trustee.
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
01/24/2011 - Present
Raymond James & Associates, Inc. (GROSSE POINTE FARMS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
02/27/1995 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MO
07/13/1994 - 02/27/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 08/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/1994
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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