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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schulze is a financial advisor with over 25 years of experience in the industry. Eric has worked with RBC Capital Markets, LLC since 2011 and prior to that, worked at B. C. Ziegler and Company. Eric is a Series 7, Series 6, Series 24, Series 52, Series 53, and Series 63 licensed advisor and holds a Series 65 license for Investment Advisor Representative. Eric focuses on working with high-net-worth individuals, corporations, and other businesses.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
CO
02/05/2015 - Present
RBC Capital Markets, LLC (DENVER CO)
CO
10/07/1999 - 06/28/2011
B. C. ZIEGLER AND COMPANY (GREENWOOD VILLAGE CO)
CT
04/30/1999 - 10/26/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
11/05/1998 - 01/05/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
WI
08/18/1995 - 05/22/1998
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
IA
Issued 05/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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