Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dick? Claim Your ProfileDick Paul Schulz is a financial advisor with Foundations Investment Advisors LLC. Dick has been in the securities industry for over 20 years. Dick is registered in Oregon as an Investment Advisor Representative. Dick has worked with a variety of financial institutions during their career, including Edward Jones, LPL Financial LLC, and Cabot Lodge Securities LLC. Dick specializes in providing financial planning, portfolio management, and educational seminars to individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
AZ
10/31/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
OR
06/14/2017 - 04/03/2020
CABOT LODGE SECURITIES LLC (MILWAUKEE OR)
OR
02/21/2012 - 07/14/2017
WILBANKS SECURITIES, INC. (MILWAUKEE OR)
OR
06/27/2003 - 02/28/2012
LPL FINANCIAL LLC (MILWAUKIE OR)
MO
01/12/2000 - 06/03/2003
EDWARD JONES (ST. LOUIS MO)
NA
05/10/1991 - 08/14/1992
PNMR SECURITIES, INC.
NA
09/10/1990 - 12/06/1990
PRUCO SECURITIES CORPORATION
NA
09/10/1990 - 12/06/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 12/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Dick Schulz is the right advisor for you? Invested Better is here to help.
