Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge W Schuler is a financial advisor with over 40 years of experience in the industry. George has been registered with Stifel, Nicolaus & Company, Inc. since September 2009. George has held previous registrations with UBS Financial Services Inc. and Piper Jaffray & Co. George holds Series 7, 5, 63 and 65 licenses, as well as the SIE. George specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. George is also a notary public and serves as president of the Sherwood Improvement District in Topeka, Kansas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
09/11/2009 - Present
Stifel, Nicolaus & Company, Inc. (TOPEKA KS)
KS
08/12/2006 - 09/11/2009
UBS FINANCIAL SERVICES INC. (TOPEKA KS)
KS
03/24/2005 - 08/12/2006
PIPER JAFFRAY & CO. (TOPEKA KS)
NJ
08/22/1980 - 04/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 02/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure George Schuler is the right advisor for you? Invested Better is here to help.
