Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wohlschlaeger is a financial advisor registered with Raymond James Financial Services Advisors, Inc., and has been in the industry since May 2000. Steven has a broad range of experience and holds licenses in multiple states, including Series 7, 9, 10, 31, and 66. His previous experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Steven has also been a Senior Vice President and Financial Advisor at Woodforest Financial Services, and works as an Independent Contractor as a Volleyball Official. Raymond James Financial Services Advisors, Inc. offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. The firm also provides educational seminars and helps clients select other advisors.
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
TX
08/10/2017 - Present
Raymond James Financial Services Advisors, Inc. (Conroe TX)
TX
05/31/2000 - 08/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONROE TX)
BOTH
Issued 07/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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