Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schulz is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with Morgan Stanley. Brian has worked with a variety of clients, including individuals, families, businesses, and institutions. Brian has a wide range of experience in financial planning, investment management, and retirement planning. Brian is committed to providing his clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
05/13/2020 - Present
Morgan Stanley (Boston MA)
MA
11/19/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
CT
06/20/1997 - 11/16/1998
CADRE SECURITIES, INC. (GREENWICH CT)
NA
03/14/1996 - 06/20/1997
CADRE SECURITIES, INC.
NY
02/03/1995 - 11/16/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 02/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Schulz is the right advisor for you? Invested Better is here to help.
