Unclaimed
Laura Leigh Watson Schultz is an investment advisor representative at Creativeone Wealth, LLC. Laura Leigh Watson Schultz has been in the industry since September 2008. Laura Leigh Watson Schultz has a Series 65 license. Laura Leigh Watson Schultz specializes in providing financial planning, investment management for individuals and investment companies. Laura Leigh Watson Schultz also provides sub-adviser services. Laura Leigh Watson Schultz is registered with the state of Ohio.
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
OH
08/22/2023 - Present
Creativeone Wealth, LLC (NORTH OLMSTED OH)
IA
Issued 02/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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