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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schulte is a financial advisor with Benjamin F. Edwards & Company, Inc. located in ST. LOUIS, Missouri. Daniel has been in the securities industry since 1994. Daniel holds the Series 6, 7, 26, 63 and 65 securities licenses. Daniel also has the following registrations: Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Michigan, Minnesota, Missouri, New Mexico, North Carolina, South Dakota, Texas and Wisconsin. Daniel is a licensed investment advisor in Missouri. Daniel provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for investment companies. Daniel has experience with a variety of clients including: individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
10/10/2017 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
01/01/2008 - 10/01/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
07/21/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
11/17/1993 - 05/30/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/17/1993 - 05/30/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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