Unclaimed
Austin Schulz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Metairie, Louisiana. Austin is registered with FINRA as a registered representative and holds the Series 7TO, Series 66, and SIE licenses. Austin is also a registered investment advisor representative in Louisiana. Prior to joining Raymond James Financial Services Advisors, Inc., Austin was employed by Impera Wealth Management and Charles Genois & Co. in Metairie, Louisiana. Austin has been in the financial services industry for over 3 years. Austin has a broad range of experience advising individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Austin is dedicated to providing personalized financial advice and services to help clients reach 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
LA
04/15/2021 - Present
Raymond James Financial Services Advisors, Inc. (Metairie LA)
BOTH
Issued 04/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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