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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Schulz is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Independence, OH. Richard has been in the industry since 2011 and has a background in financial planning and portfolio management. Richard is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Richard has previous experience with MML INVESTORS SERVICES, LLC and RAYMOND JAMES FINANCIAL SERVICES, INC.
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
OH
08/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Independence OH)
OH
09/20/2018 - 03/07/2019
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
07/02/2012 - 05/05/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (MENTOR OH)
BOTH
Issued 02/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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