Unclaimed
Donna Jean Schultz is a registered representative with Cetera Advisor Networks LLC. Donna has been in the financial services industry since January 31, 2015. Donna holds FINRA Series 6, 7, and 66 licenses as well as a Virginia securities license. Donna has previously been registered with Securian Financial Services, Inc. and Ascend Financial Services, Inc.
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.
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.
1
2
VA
08/10/2023 - Present
Cetera Advisor Networks LLC (MIDLOTHIAN VA)
VA
03/16/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
MN
08/24/1998 - 10/06/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 12/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Schultz is the right advisor for you? Invested Better is here to help.