Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Schulte is a financial advisor with over 30 years of experience in the financial services industry. Mary is a Certified Financial Planner® professional and has a strong track record of helping clients achieve their financial goals. Mary's primary focus is on providing financial planning and portfolio management services to individuals, families, and businesses. Mary's career includes positions at Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc., Oppenheimer & Co., Inc., Morgan Stanley and now at Benjamin F. Edwards & Company, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
02/12/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
06/01/2009 - 02/22/2016
MORGAN STANLEY (NAPERVILLE IL)
IL
01/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IL
05/01/1995 - 01/22/2008
A. G. EDWARDS & SONS, INC. (NAPERVILLE IL)
NY
10/19/1988 - 05/15/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 09/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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