Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Albert Schulte is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Cincinnati, Ohio. Steven has been in the financial services industry since 2001 and has extensive experience in providing financial advice to individuals, families, and businesses. Steven is a registered representative of Raymond James Financial Services Advisors, Inc. and is also a registered investment advisor. Steven holds a Series 6, 7, 10, 63, 65, and SIE licenses.
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
05/21/2014 - Present
Raymond James Financial Services Advisors, Inc. (Cincinnati OH)
OH
09/03/2008 - 02/21/2012
OPPENHEIMER & CO. INC. (CINCINNATI OH)
OH
03/02/2006 - 09/05/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (CINCINNATI OH)
OH
11/01/2004 - 02/09/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
12/03/2003 - 10/07/2004
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
10/04/2001 - 01/31/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 05/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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