Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayleen? Claim Your ProfileKayleen Elizabeth Schultz is a financial advisor with U.S. Bancorp Investments, Inc. in Saint Paul, MN. Kayleen has been in the financial services industry since 1996. Kayleen is a registered representative in Minnesota. Kayleen holds licenses for Series 7, 8, 9, 10, 63 and 66. Kayleen has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., RBC Dain Rauscher Inc. and Dain Rauscher Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
05/22/2017 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
IL
05/06/2016 - 04/18/2017
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
MN
10/25/2014 - 05/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
08/27/2010 - 05/15/2013
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
MN
03/09/2004 - 05/13/2009
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
NY
03/02/1998 - 03/17/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
10/29/1996 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
05/13/1996 - 10/08/1996
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 05/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kayleen Schultz is the right advisor for you? Invested Better is here to help.
