Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica L. Schulz is a financial advisor with Raymond James & Associates, Inc. based in Denver, Colorado. Veronica has been in the financial industry since 1996 and has held positions at several firms, including Securities America, Inc., Robert W. Baird & Co. Incorporated, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., UBS PaineWebber Inc. and PaineWebber Incorporated. Veronica is licensed to provide financial advice in Colorado and has a Series 7, Series 63, and Series 66 license. Veronica is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Veronica specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Veronica is also the owner of Candlelight Reiki, LLC, a business that provides Reiki treatments to clients seeking an alternative to traditional Western Medicine.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CO
10/23/2012 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
06/13/2012 - 10/09/2012
SECURITIES AMERICA, INC. (CENTENNIAL CO)
CO
10/02/2009 - 06/11/2012
ROBERT W. BAIRD & CO. INCORPORATED (DENVER CO)
CO
01/01/2008 - 10/06/2009
WELLS FARGO ADVISORS, LLC (GREENWOOD VILLAGE CO)
CO
06/25/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
NJ
11/14/1996 - 06/18/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NA
12/14/1995 - 05/23/1996
PAINEWEBBER INCORPORATED
BOTH
Issued 06/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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