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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noha? Claim Your ProfileNoha Assad Schulze is a financial advisor who has been working in the industry for over 25 years. She is currently registered with Seacrest Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. Noha specializes in providing financial planning, portfolio management and other advisory services for high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Noha has a strong track record of success in helping her clients achieve their financial goals.
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.
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.
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NY
01/31/2013 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
CA
02/06/2013 - 06/10/2016
PURSHE KAPLAN STERLING INVESTMENTS (WALNUT CREEK CA)
CA
09/30/2002 - 09/06/2012
WELLS FARGO ADVISORS, LLC (WALNUT CREEK CA)
NY
11/02/1999 - 10/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/28/1997 - 11/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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