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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey R Schulte is an investment advisor representative with Wealth Enhancement Advisory Services, LLC based in Marco Island, Florida. Jeffrey has been in the industry for over 38 years. Jeffrey holds Series 63, Series 7, and SIE licenses and is also a Chartered Financial Consultant. Jeffrey has worked at several firms before joining Wealth Enhancement Advisory Services, LLC, including Cantor Fitzgerald Wealth Partners, LLC, PURSHE KAPLAN STERLING INVESTMENTS, and First Capital Advisors Group, LLC. Jeffrey provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
FL
09/01/2023 - Present
Wealth Enhancement Advisory Services, LLC (MARCO ISLAND FL)
PA
04/02/2014 - 07/14/2016
PURSHE KAPLAN STERLING INVESTMENTS (Blue Bell PA)
PA
12/06/2011 - 12/31/2013
MONTAGE SECURITIES, LLC (PLYMOUTH MEETING PA)
PA
02/18/2004 - 12/09/2011
CBIZ FINANCIAL SOLUTIONS, INC. (PLYMOUTH MEETING PA)
PA
02/20/2002 - 02/06/2004
EMONEY SECURITIES LLC (CONSHOHOCKEN PA)
NY
01/20/1998 - 06/19/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
GA
06/02/1992 - 02/16/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
OH
02/24/1984 - 12/31/1991
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 04/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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