Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eunice? Claim Your ProfileEunice Scholten is a financial advisor with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Eunice has been in the financial industry since 1999, and has been with Edward Jones since 2006. Eunice holds both Series 63 and Series 65 licenses, and is also a Certified Financial Planner. Eunice provides financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
CA
03/07/2019 - Present
Edward Jones (FREMONT CA)
NY
08/19/1999 - 02/03/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 11/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eunice Scholten is the right advisor for you? Invested Better is here to help.
