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Betty Jane Schuster

Kestra Advisory Services, LLC

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About Betty Jane Schuster

Betty Schuster is a financial advisor with over 35 years of experience in the financial services industry. Betty has a wide range of experience, having worked with clients from all walks of life. Betty is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Kestra Advisory Services, LLC. She is also a registered representative of Kestra Investment Services, LLC. She is dedicated to helping clients achieve their financial goals.

Firm Information

Betty Schuster is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Betty Schuster’s Registration & Firm History

TX

09/16/2021 - Present

Kestra Advisory Services, LLC (AUSTIN TX)

MO

05/28/1987 - 09/21/2021

PRINCIPAL SECURITIES, INC. (COLUMBIA MO)

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Licenses & Designations

IA

Issued 01/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/1990

Series 7 - General Securities Representative Examination

BC

Issued 05/27/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Betty Jane Schuster.
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