Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisa? Claim Your ProfileAlisa Lea Schultz is a financial advisor with Raymond James Financial Services Advisors, Inc. Alisa is a registered investment advisor with over 20 years of experience in the financial services industry. Alisa works with clients to develop and implement comprehensive financial plans that meet their individual needs. Alisa is committed to providing her clients with personalized, objective advice. Alisa has a strong understanding of the financial markets and a proven track record of success. Alisa is a dedicated and experienced advisor who is committed to helping her clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
01/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Fairfax VA)
MD
08/04/2004 - 08/04/2005
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
MO
12/04/2003 - 07/20/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MD
10/17/1996 - 11/10/2003
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
NY
07/24/1995 - 10/01/1996
SMITH BARNEY INC. (NEW YORK NY)
MD
02/09/1994 - 07/10/1995
CAPITAL RESOURCES, INC. (ROCKVILLE MD)
BOTH
Issued 09/22/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1994
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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