Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Renee Schultz is a financial advisor with over 40 years of experience in the industry. Bonnie is registered with Ameriprise Financial Services, LLC and has been in the industry since 1979. Bonnie has held previous positions at several firms including Morgan Stanley, UBS Financial Services Inc. and RBC Dain Rauscher Inc. Bonnie currently holds Series 7 and Series 65 licenses. Bonnie has a broad range of experience and is able to provide financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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2
IL
07/11/2019 - Present
Ameriprise Financial Services, LLC (CHICAGO IL)
IL
06/01/2009 - 04/04/2017
MORGAN STANLEY (CHICAGO IL)
IL
10/10/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
05/07/2004 - 10/20/2008
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
NY
06/15/2000 - 05/14/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
06/17/1996 - 06/13/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 06/21/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
03/24/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/30/1990 - 03/19/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
03/21/1985 - 07/20/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
06/23/1981 - 03/25/1985
RODMAN & RENSHAW INC.
NA
07/18/1980 - 06/24/1981
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
07/27/1979 - 07/20/1980
FREEHLING & CO.
IA
Issued 10/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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