Unclaimed
Julie Suzanne Schultz is a financial professional with over 13 years of experience in the financial services industry. Julie is currently registered with Nationwide Investment Services Corp. in Columbus, OH and has been with the firm since June 2018. Julie has held several positions within the financial services industry, including at Nationwide Securities, LLC, and Nationwide Investment Services Corporation. Julie has passed the Series 6, Series 26, and SIE exams and is actively pursuing her clients’ financial goals.
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.
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.
1
2
OH
06/18/2018 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
OH
03/10/2016 - 06/29/2018
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
05/14/2011 - 04/02/2014
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
06/03/2005 - 05/21/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 09/06/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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