Unclaimed
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.
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.
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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2
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.
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
Active
Inactive
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