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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory A. Schultze is a financial advisor with Ameriprise Financial Services, LLC. Gregory has been in the financial services industry since 1997 and is registered to provide securities and investment advisory services in 37 states, as well as the District of Columbia. Gregory is also a Certified Financial Planner™. Gregory's previous experience includes roles with LPL FINANCIAL LLC, Chase Investment Services Corp., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Gregory's areas of specialization include retirement planning, college savings, and estate planning.
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
IL
05/30/2012 - Present
Ameriprise Financial Services, LLC (ORLAND IL)
IL
01/30/2024 - 03/06/2024
LPL FINANCIAL LLC (OAKBROOK TERRACE IL)
IL
05/10/2006 - 07/01/2008
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
WI
04/23/1997 - 05/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MADISON WI)
MN
04/23/1997 - 05/16/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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