Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Paul Schulte is a financial advisor with Raymond James Financial Services Advisors, Inc. Joseph has been working in the financial industry since January 11, 2019, and has been a registered representative of Raymond James since September 2, 2022. Joseph is also a registered investment advisor in Minnesota. Before joining Raymond James, Joseph was a financial advisor at Edward Jones. Joseph is licensed to sell securities in Alabama, Arizona, Illinois, Iowa, Minnesota, North Dakota, South Dakota and Wisconsin. Joseph's expertise includes financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors and educational seminars. In addition to working at Raymond James, Joseph also owns and operates Joe Schulte Properties LLC, which owns the building JPSchulte Wealth Advisors works out of.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
12/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (Olivia MN)
MN
01/12/2019 - 09/06/2022
EDWARD JONES (OLIVIA MN)
BOTH
Issued 02/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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