Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davee? Claim Your ProfileDavee Philip Schulte is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Davee has been in the industry for 6 years and has experience with Unionbanc Investment Services, LLC. Davee is registered to provide advisory services in Arizona, California, Kentucky, and Virginia. Davee is licensed in California, Arizona, and Kentucky. Davee provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
CA
02/02/2023 - Present
Raymond James Financial Services Advisors, Inc. (Chula Vista CA)
CA
02/06/2017 - 06/26/2017
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 01/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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