Unclaimed
Donna Schulze is a financial advisor who has been in the industry since August 24, 2008. Donna is currently registered with Nylife Securities LLC. Donna has Series 6, Series 63, and SIE licenses. Donna has a strong track record of providing financial advice to clients in California, Colorado, and Oklahoma.
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
OK
08/25/2008 - Present
Nylife Securities LLC (TULSA OK)
BC
Issued 09/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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