Rosa Schulte
Rosa Schulte is a registered investment advisor at Raymond James & Associates, INC., based in Dana Point, CA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
33971 Selva Rd, Ste 100, Dana Point, CA, 92629
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rosa owns rental real estate through Lusch S.A. de C.V. and the Schulte Family Trust, dedicating minimal time to these activities. She is also an officer of Schulte Corporation, assisting with bookkeeping duties for about 10-20% of her time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Asset Management, INC.
Morgan Keegan & Company, INC.Broker
State Registrations13 states
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