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Joseph Gerard Schultz

American Century Investment Services Inc.

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About Joseph Gerard Schultz

Joseph Gerard Schultz is a financial advisor with over 27 years of experience in the industry. Joseph is currently registered with American Century Investment Services Inc. and has previously worked at Goldman, Sachs & Co., Prudential Investment Management Services LLC, Prudential Securities Incorporated, and Paine Webber Incorporated. Joseph holds Series 7, 24, 63, and 65 securities licenses as well as the SIE exam. Joseph is registered to provide investment advice in 52 states.

Firm Information

Joseph Schultz is currently registered with American Century Investment Services Inc.. American Century Investment Services Inc. is a Corporation formed on 1962-04-18. It is registered with the SEC and in all 50 states, plus Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

209

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Schultz’s Registration & Firm History

NY

05/22/2013 - Present

American Century Investment Services Inc. (NEW YORK NY)

NY

07/20/2006 - 05/01/2013

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

05/10/2002 - 07/14/2006

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

06/11/2001 - 04/01/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

05/05/2000 - 06/21/2001

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

03/12/1996 - 04/12/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 10/04/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Gerard Schultz.
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