Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristyn? Claim Your ProfileKristyn Schumacher is a financial professional with over 20 years of experience in the industry. Kristyn is currently a Registered Representative at Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc., Kristyn worked at MORGAN STANLEY & CO., INCORPORATED and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Kristyn specializes in a wide range of financial products and services, including securities, mutual funds, variable annuities, and insurance. Kristyn is also a registered representative in several states.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
05/06/2004 - Present
Oppenheimer & Co. Inc. (BEACHWOOD OH)
NY
08/16/1999 - 05/05/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
02/10/1997 - 04/22/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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