Registered Representative @ (December 2002 - November 2006)
Registered Representative @ (May 1995 - December 2002)
Jody vander Weide Education
Davenport University
(Business and Personal/Financial Services Marketing Operations)
Ferris State University
Foundation degree (Mechanical Engineering and Process)
Jody vander Weide Skills
Estate Planning
Mutual Funds
Retirement Planning
Customer Service
Investments
FINRA
Equities
Financial Planning
Risk Management
Fixed Income
Customer Relations
Problem Solving
Long-term Care
Investment Strategies
IRAs
Wealth Management
401k Rollovers
Asset Allocation
AIF
Long Term Care
Jody vander Weide Summary
Jody vander Weide, based in Grand Rapids, MI, US, is currently a Chief Executive Officer at Capstone Financial Services. Jody vander Weide brings experience from previous roles at Raymond James Financial, Inc. and Lincoln Financial Advisors. Jody vander Weide holds a Davenport University. With a robust skill set that includes Estate Planning, Mutual Funds, Retirement Planning, Customer Service, Investments and more. Jody vander Weide has 1 emails and 1 mobile phone numbers on RocketReach.
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