Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynda? Claim Your ProfileLynda Grace Schultz is a financial advisor with over 27 years of experience in the financial services industry. Currently, Lynda Schultz is registered with Raymond James & Associates, Inc. Lynda Schultz has also worked with Morgan Stanley, LEGEND EQUITIES CORPORATION, SUMMIT BROKERAGE SERVICES, INC. and RBC DAIN RAUSCHER INC. Lynda Schultz holds a Series 7, Series 9, Series 10, Series 63 and Series 65 license and has also completed the Securities Industry Essentials (SIE) exam. Lynda Schultz specializes in financial planning, pension consulting, and portfolio management. Lynda Grace Schultz provides financial advice to a variety of clients, including individuals, corporations, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NV
09/27/2024 - Present
Raymond James & Associates, Inc. (Las Vegas NV)
NV
11/13/2012 - 08/27/2024
MORGAN STANLEY (Las Vegas NV)
NV
12/20/2007 - 11/09/2012
LEGEND EQUITIES CORPORATION (LAS VEGAS NV)
NV
02/11/2005 - 12/20/2007
SUMMIT BROKERAGE SERVICES, INC. (HENDERSON NV)
NY
12/03/1999 - 02/14/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MO
10/16/1996 - 11/05/1999
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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