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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Matheson Schulz is an investment advisor representative at Destination Wealth Management, a firm located in Walnut Creek, CA. Barbara has been in the industry since 1996 and has a broad range of experience. Barbara specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Barbara also holds the Certified Financial Planner designation and is licensed to provide financial advice in California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/01/2019 - Present
Destination Wealth Management (WALNUT CREEK CA)
CA
08/10/2016 - 01/17/2019
TD AMERITRADE, INC. (WALNUT CREEK CA)
CA
01/07/2011 - 02/03/2015
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
CA
09/21/2009 - 12/06/2010
WELLS FARGO INVESTMENTS, LLC (SACRAMENTO CA)
CA
01/04/2008 - 04/29/2008
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IA
08/04/2000 - 01/31/2007
WM FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
CA
09/26/1997 - 06/28/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CO
03/29/1996 - 08/28/1997
ENDEAVOR GROUP (DENVER CO)
BOTH
Issued 10/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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