Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schultz is a financial advisor with over 15 years of experience in the industry. Brian is currently registered with William Blair & Company LLC in Illinois. Brian specializes in providing financial advice to individuals, businesses, and pooled investment vehicles. Brian has a broad range of experience in the financial services industry, having previously worked at Jefferies & Company, Inc. and Mesirow Financial, Inc. Brian holds the Series 63, 65, and 7 licenses as well as the SIE exam. Brian's commitment to providing clients with personalized financial advice has helped him build a strong reputation in the industry.
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.
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.
Equity research 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.
1
2
IL
04/07/2009 - Present
William Blair (CHICAGO IL)
IL
02/03/2009 - 03/20/2009
MESIROW FINANCIAL, INC. (CHICAGO IL)
NA
05/14/1986 - 08/05/1986
JEFFERIES & COMPANY, INC.
BC
Issued 04/14/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Schultz is the right advisor for you? Invested Better is here to help.
