Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Kay Schulz is a financial advisor with Robert W. Baird & Co. Inc. Janice has been in the industry since 1989 and has extensive experience in providing financial advice to individuals and families. Janice is licensed to sell securities in Arizona, Florida, Illinois, and Iowa. Janice has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Janice has experience working with various clients including high-net-worth individuals, families, and businesses. Janice is also a registered representative of the Financial Industry Regulatory Authority (FINRA). Prior to joining Robert W. Baird & Co. Inc., Janice worked with UBS Financial Services Inc. and Piper Jaffray & Co.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IA
04/07/2009 - Present
Robert W. Baird & Co. Inc. (Quad Cities IA)
IA
08/12/2006 - 08/08/2008
UBS FINANCIAL SERVICES INC. (DAVENPORT IA)
IA
03/20/2001 - 08/12/2006
PIPER JAFFRAY & CO. (DAVENPORT IA)
IA
03/27/2000 - 03/02/2001
BEYER & COMPANY (DAVENPORT IA)
MN
05/04/1987 - 04/29/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 05/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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