Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrett? Claim Your ProfileBarrett Oliver Schultz is a financial advisor with over 25 years of experience in the financial industry. Barrett currently works at Ashton Thomas Securities, LLC where he is a registered representative. Prior to that, Barrett has held positions at REALTA EQUITIES, INC., MCNALLY FINANCIAL SERVICES CORPORATION and ILG SECURITIES CORPORATION. Barrett is registered to provide financial advice in Arizona, New York and Texas and holds the Series 6, 7, 14, 24, and 63 licenses. Barrett specializes in providing financial planning and portfolio management for individuals. He is also able to provide pension consulting services.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/11/2024 - Present
Ashton Thomas Securities, LLC (ROCHESTER NY)
TX
09/15/2021 - 05/30/2024
REALTA EQUITIES, INC. (San Antonio TX)
TX
01/09/2012 - 09/11/2021
MCNALLY FINANCIAL SERVICES CORPORATION (SAN ANTONIO TX)
MO
12/20/2006 - 05/09/2018
ILG SECURITIES CORPORATION (Kansas City MO)
MO
04/22/2005 - 04/05/2006
ILG SECURITIES CORPORATION (KANSAS CITY MO)
TX
05/10/1996 - 05/18/2004
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 05/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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