Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schulte is an investment advisor representative registered with Ameriprise Financial Services, LLC. Steven has been in the industry since June 7, 2000 and has experience in asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Steven is licensed to conduct business in multiple states including Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Kentucky, Maryland, Minnesota, Missouri, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, and Washington. Steven previously worked for LPL FINANCIAL LLC, ZIONS DIRECT, INC., WELLS FARGO INVESTMENTS, LLC, LINSCO/PRIVATE LEDGER CORP., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Asset allocation services
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
AZ
10/21/2015 - Present
Ameriprise Financial Services, LLC (Yuma AZ)
AZ
03/19/2010 - 10/30/2014
LPL FINANCIAL LLC (YUMA AZ)
AZ
06/03/2003 - 03/22/2010
ZIONS DIRECT, INC. (YUMA AZ)
CA
10/03/2001 - 06/10/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
SC
08/31/2001 - 10/08/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
06/08/2000 - 09/06/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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