Rosa Schulte (CRD# 4414840) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates | Laguna Niguel, CA | Oct 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CA
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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