Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Tellaisha Schultze is a financial advisor with Wells Fargo Clearing Services, LLC. Betty has been in the financial services industry since 1986 and has a wide range of experience. Betty has a diverse range of experience in providing financial advice to individuals and families. Betty specializes in financial planning, portfolio management, and investment consulting. Betty is also a Certified Financial Planner. Betty is dedicated to helping clients achieve their financial goals and is committed to providing personalized advice.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
10/24/2011 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
FL
03/02/2000 - 09/09/2011
VISION INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
10/29/1992 - 09/08/2011
NORTHERN TRUST SECURITIES, INC. (FT. LAUDERDALE FL)
MI
06/25/1986 - 03/19/1992
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
IA
Issued 12/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/1987
Series 24 - General Securities Principal Examination
BC
Issued 08/11/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/24/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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