Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dee? Claim Your ProfileDee Ann Schedler is a Registered Investment Advisor Representative (IAR) at Cibc Private Wealth Advisors, Inc. Dee Ann has been a registered professional in the financial services industry since 1988. Dee Ann is currently registered in 7 states, including District of Columbia, Florida, Illinois, Maryland, New York, South Carolina and Virginia. Dee Ann's experience includes providing investment advice and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Cibc Private Wealth Advisors, Inc. is a registered investment advisor with the SEC. The firm provides a variety of investment advisory services, including financial planning, portfolio management, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
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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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
DC
02/21/2023 - Present
Cibc Private Wealth Advisors, Inc. (WASHINGTON DC)
NA
02/24/1988 - 09/26/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 05/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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