Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laraine? Claim Your ProfileLaraine Churchel Schultz is a financial advisor registered with Wells Fargo Clearing Services, LLC. Laraine has been in the industry since 1986. Laraine holds Series 7, 9, 10, 24, and 63 licenses. Laraine works with individuals, businesses, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Laraine offers financial planning, portfolio management, and investment consulting services. Laraine is also registered as an investment advisor representative in Florida, Pennsylvania, and Texas.
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
FL
04/15/2010 - Present
Wells Fargo Clearing Services, LLC (MELBOURNE FL)
FL
06/23/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MELBOURNE FL)
NA
01/06/1989 - 03/04/1989
HANIFEN, IMHOFF SECURITIES CORP.
NA
09/24/1986 - 01/18/1989
GRAYSTONE NASH, INC.
BC
Issued 12/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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