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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Grace Schulz is a financial advisor with LPL Financial LLC, serving clients from the Tucson, AZ branch office. Mary has a proven track record in the industry, with experience at both National Planning Corporation and First Allied Securities, Inc. Mary is also a registered investment advisor, offering financial advice to clients throughout the state of Arizona and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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AZ
06/18/2018 - Present
LPL Financial LLC (TUCSON AZ)
AZ
02/13/2015 - 11/29/2017
NATIONAL PLANNING CORPORATION (Tucson AZ)
AZ
08/18/2014 - 02/18/2015
FIRST ALLIED SECURITIES, INC. (TUCSON AZ)
IA
Issued 10/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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