Francois SchramekCRD Number: 6334046
Current Firm: Convergent Wealth Advisors, LLC
Compensation Model: Fee Only
Francois Schramek is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Los Angeles, CA and has 6 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Convergent Wealth Advisors, LLC||Potomac, MD||May 2014 - Current||4|
|University Of Southern California, Marshall School Of Business||Los Angeles, CA||Jul 2010 - May 2012||1|
|Merrill Lynch||Frankfurt,||Jul 2008 - Jun 2010||1|
|European Business School||Frankfurt,||Jul 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.