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Ernest Fred Schultz

Latitude Advisors, LLC

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About Ernest Fred Schultz

Ernest Fred Schultz is a financial professional with over 25 years of experience in the financial services industry. Ernest is currently registered with Latitude Advisors, LLC as an Investment Advisor Representative (IAR). Previously, Ernest was a registered representative with MML Investors Services, LLC and Park Avenue Securities LLC. Ernest holds Series 6, Series 63 and SIE licenses and is a licensed agent for the state of New York. Ernest provides financial planning and asset management services to individuals, families, businesses, and retirement plans. Ernest is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Ernest Schultz is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Ernest Schultz’s Registration & Firm History

NY

03/14/2024 - Present

Latitude Advisors, LLC (Oceanside NY)

NY

10/15/2020 - 02/03/2023

MML INVESTORS SERVICES, LLC (NEW YORK NY)

NY

03/22/2018 - 10/01/2020

PARK AVENUE SECURITIES LLC (MELVILLE NY)

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Licenses & Designations

BC

Issued 04/30/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ernest Fred Schultz. Review regulatory record here.
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