Beth Deleeuw
Beth Deleeuw is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saginaw, MI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5705 State St, Saginaw, MI, 48603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Beth works as an associate/employee for Isabella Bank, Isabella Investment Services, and Isabella Wealth, offering and advising clients on investments. These activities take about half of Beth's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Futureshare Financial LLCBroker
Nathan & Lewis Securities, INC.Broker
Bisys Brokerage Services, INC.Broker
State Registrations2 states
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