Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Joseph Schultz is a financial advisor with Creativeone Wealth, LLC. Jeffrey has been in the industry since 1999 and has a Series 7, Series 63 and SIE license. Jeffrey is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and investment companies, and educational seminars. Jeffrey has worked with CETERA ADVISORS LLC, PACIFIC WEST SECURITIES, INC., KMS FINANCIAL SERVICES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC. and W. S. GRIFFITH & CO., INC. in the past.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
OR
09/08/2017 - Present
Creativeone Wealth, LLC (SCAPPOOSE OR)
OR
02/28/2012 - 09/12/2017
CETERA ADVISORS LLC (SCAPPOOSE OR)
OR
08/01/2008 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (SCAPPOOSE OR)
OR
08/31/2001 - 08/01/2008
KMS FINANCIAL SERVICES, INC. (SCAPPOOSE OR)
FL
08/29/2000 - 09/10/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CT
09/10/1999 - 08/23/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 09/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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