Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Christopher Schultz is a financial advisor with RBC Capital Markets, LLC. Donald has been in the financial services industry since November 7, 2000. Donald has a wide range of experience and expertise, and is committed to providing clients with personalized financial advice and guidance. Donald holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Donald is registered to conduct business in 37 states. Donald has a proven track record of success and is dedicated to helping clients achieve their financial goals.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
FL
02/09/2021 - Present
RBC Capital Markets, LLC (ST. PETERSBURG FL)
FL
01/08/2004 - 10/23/2006
RBC CENTURA SECURITIES, INC. (ORLANDO FL)
MN
11/26/2003 - 01/02/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CA
05/06/2002 - 08/18/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
11/12/2001 - 03/11/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
05/30/2000 - 11/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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