Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schulz is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. Michael also has experience with other firms, including Wells Fargo Clearing Services, LLC and Wachovia Bank, N.A/Wells Fargo. Michael holds the Series 6, Series 7, Series 63, and Series 66 licenses, and the SIE exam. Michael is a dedicated financial advisor, and is committed to providing personalized service to his clients.
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
SC
04/22/2022 - Present
Raymond James Financial Services Advisors, Inc. (Columbia SC)
SC
10/18/2002 - 04/27/2022
WELLS FARGO CLEARING SERVICES, LLC (LEXINGTON SC)
BOTH
Issued 02/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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