Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Michael Schultz has been in the financial services industry since September 26, 2001. Frederick currently works for Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc., both of which have their main offices in Minneapolis, Minnesota.
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.
Asset allocation services
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.
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2
MN
02/14/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
10/05/2009 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MI
07/03/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
FL
06/16/1998 - 01/16/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
IL
05/08/1998 - 06/02/1999
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
MI
03/09/1998 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MI
04/13/1994 - 03/09/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 09/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2012
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 08/02/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/21/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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