Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene N. Schraeder jr. is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gene has been in the securities industry since 1978 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Gene's expertise includes portfolio management, financial planning, and insurance solutions. Gene holds Series 3, 5, 7, 8, 9, 10, 15, 63, and 66 licenses. Gene is registered with Wells Fargo Advisors Financial Network, LLC. Gene is also registered with the state of South Carolina. Gene has a long and successful track record of helping clients achieve their financial goals. Gene is dedicated to providing personalized and comprehensive financial advice to help clients reach their full potential.
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.
Investment consulting services to institutional clients
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.
1
2
OH
01/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
SC
01/01/2008 - 01/20/2023
WELLS FARGO CLEARING SERVICES, LLC (BLUFFTON SC)
SC
09/26/1978 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLUFFTON SC)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 02/03/1983
Series 3 - National Commodity Futures Examination
BC
Issued 05/12/1982
Series 5 - Interest Rate Options Examination
BC
Issued 09/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gene Schraeder jr. is the right advisor for you? Invested Better is here to help.
