Unclaimed
Cary Schulz is a registered representative with Loop Capital Markets LLC. Cary has been in the securities industry since 1997. Cary is also registered in Arizona and Illinois. Prior to joining Loop Capital Markets LLC, Cary was a registered representative with BANC ONE CAPITAL MARKETS, INC.. Cary is currently licensed to offer securities and investment advisory 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.
Transition management services/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.
Earned based on transactions or products sold.
Negotiated fees for research services
1
2
IL
10/26/2004 - Present
Loop Capital Markets LLC (CHICAGO IL)
IL
08/18/1997 - 08/04/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 10/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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