Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Schultz is a financial advisor with over 30 years of experience in the industry. She currently works at Stifel, Nicolaus & Company, Inc. in Mequon, Wisconsin. Judith has been actively licensed in Wisconsin since 2018 and holds licenses in several other states. Her experience includes working with a variety of clients, including high-net-worth individuals, corporations, and insurance companies. She provides financial planning services, portfolio management, and investment 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.
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.
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2
WI
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (MEQUON WI)
WI
08/20/2002 - 03/16/2018
B. C. ZIEGLER AND COMPANY (MEQUON WI)
NY
07/31/1993 - 11/08/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/21/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 04/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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