Ronald R. Schulze
Professional summary
Ronald Ray Schulze, CFP®, who also goes by Ron Schulze, is a registered financial advisor currently at RONALD RAY SCHULZE located in Yorktown, Texas.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Ronald has worked at 3 firms and has passed the Series 63, Series 2, Series 3, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Ray Schulze's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2017 - Present
RONALD RAY SCHULZE
March 5, 1987 - June 16, 1988
FIDELITY BROKERAGE SERVICES LLC
February 10, 1986 - August 7, 1986
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/9/2017)
Exams
Series 2
Date: 1/6/1992
Non-Member General Securities ExaminationCurrent Firm
RONALD RAY SCHULZE
CRD#: 115007 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 6,231,434 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
