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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Schulte is a financial advisor with Dimensional Fund Advisors LP. He is based in Charlotte, NC. Erik is a Certified Financial Planner. He has a total of 49 state registrations, which are active in all 50 states. Erik is registered with FINRA as well as the SEC. He has been in the financial services industry since 2015 and has been with Dimensional Fund Advisors LP since 2015. Erik holds the Series 7, Series 66 and SIE securities licenses. His firm, Dimensional Fund Advisors LP, specializes in providing investment management services for businesses, individuals, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
04/29/2016 - Present
Dimensional Fund Advisors LP (Charlotte NC)
BOTH
Issued 04/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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