Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schultz is a registered investment advisor with Principal Securities, Inc. Jeffrey has been in the industry since 1996 and has experience with a variety of financial products and services. Jeffrey is also a registered representative with Principal Funds Distributor, Inc., and First Investors Corporation. Jeffrey holds a Series 6, 7, 63, and 65 license and has also passed the SIE exam. Jeffrey has also worked with various companies including Princor Financial Services Corporation and Principal Mutual Life. Jeffrey has a long history of experience in the financial industry and is dedicated to providing clients with comprehensive financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/21/2005 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
11/19/2009 - 04/24/2015
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NA
03/08/1988 - 04/12/1988
FIRST INVESTORS CORPORATION
IA
Issued 02/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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