Unclaimed
Maria Ann Schuster is a financial advisor with Charles Schwab & CO., Inc. based in Chicago, Illinois. Maria has been in the financial industry for over 10 years. Maria holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Prior to joining Charles Schwab, Maria worked at Rockefeller Financial LLC and Whitnell & Co. in Illinois. In addition to her work as a financial advisor, Maria also volunteers her time as fundraising co-chair for Big Shoulder's Fund.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
03/22/2024 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
05/18/2023 - 03/19/2024
ROCKEFELLER FINANCIAL LLC (OAK BROOK IL)
BOTH
Issued 10/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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