Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Wayne Schultz is a financial advisor who has been in the industry since June 1997. Currently, Donald is registered with PFS Investments Inc. Donald has experience working with PFS Investments Inc. and Great American Advisors, Inc. Donald has experience working with various clients, including high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations. Donald is also registered with the state of California.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/24/2008 - Present
PFS Investments Inc. (SANTA FE SPRINGS CA)
GA
01/06/2005 - 02/26/2008
PFS INVESTMENTS INC. (DULUTH GA)
OH
02/24/2000 - 12/20/2002
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
GA
04/05/1995 - 01/24/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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