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Ronald Ray Schulze

Ronald RAY Schulze

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About Ronald Ray Schulze

Ronald Ray Schulze is a financial advisor who has been in the industry since 1986. Ronald is registered with the state of Texas and has held Series 2, 3, 6, and 7 licenses. Ronald's firm, Ronald RAY Schulze, provides financial advice to individuals and businesses. They offer a variety of services, including portfolio management for individuals and market timing services. The firm's assets under management are over $6 million.

Firm Information

Ronald Schulze is currently registered with Ronald RAY Schulze. Ronald RAY Schulze is an investment advisor representative with 1 investment advisory function. The firm manages approximately $6,398,329 in discretionary assets for 30 clients. They provide portfolio management for individuals and market timing services. The firm's clients include 16 individuals other than high-net-worth, and 2 high-net-worth individuals.

$6.40M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Schulze’s Registration & Firm History

TX

03/09/2017 - Present

Ronald RAY Schulze (YORKTOWN TX)

NA

03/05/1987 - 06/16/1988

FIDELITY BROKERAGE SERVICES, INC.

NA

02/10/1986 - 08/07/1986

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

BC

Issued 02/06/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/1992

Series 2 - Non-Member General Securities Examination

BC

Issued 03/02/1988

Series 3 - National Commodity Futures Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 02/07/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Ray Schulze.
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