Molly VeidemanisCRD Number: 4451908
Current Firm: Invest Financial Corporation
Molly Veidemanis (CRD# 4451908) is an Investment Advisor Representative working at Invest Financial Corporation in Tampa, FL and has over 16 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Invest Financial Corp||Tampa, FL||Dec 2016 - Current||1|
|Lasalle St. Securities, LLC||Elmhurst, IL||Sep 2015 - Oct 2016||1|
|Regal Securities, Inc.||Glenview, IL||Dec 2014 - Aug 2015||< 1|
|Not Employed||Elmhurst, IL||Jul 2014 - Dec 2014||< 1|
|Optionsxpress Inc.||Chicago, IL||Jun 2012 - Jul 2014||2|
|Brokersxpress, LLC||Chicago, IL||Aug 2011 - Dec 2012||1|
|Wayne Hummer Investments||Chicago, IL||Aug 2010 - Aug 2011||1|
|Ambrosino Design Ltd||Chicago, IL||Jan 2010 - Jul 2010||< 1|
|Centaurus Financial, Inc.||Orange, CA||Feb 2004 - Dec 2009||5|
|Tremblay Financial||Santa Barbara, CA||Nov 2003 - Dec 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management4,071MILLIONS
Total Number of Accounts25,365ACCOUNTS
Average Account Value$160,491
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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