Unclaimed
Adrienne Elizabeth Schmitz is a financial professional with over a decade of experience in the industry. Adrienne currently works as a registered representative for Athene Securities, LLC, a firm that is not registered with the State of Iowa. Previously, Adrienne was registered with Ameritas Investment Corp. and Directed Services LLC. Adrienne has successfully passed the Series 6, Series 63, and SIE exams and is currently registered with the State of Iowa.
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.
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.
1
2
IA
06/11/2015 - Present
Athene Securities, LLC (WEST DES MOINES IA)
NE
09/29/2011 - 12/31/2013
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
12/10/2007 - 04/06/2011
DIRECTED SERVICES LLC (DES MOINES IA)
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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