Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Schulz is an investment advisor representative registered with PFS Investments Inc. Mary has been in the financial services industry since 2013. She has a Series 6 license and has passed the Securities Industry Essentials Exam. Mary has been registered with the state of Ohio since 2014 and is currently active. She has a history of working with individuals, corporations, charitable organizations, and high-net-worth individuals. Mary focuses on investment advisory services and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/18/2015 - Present
PFS Investments Inc. (WEST CHESTER OH)
OH
03/11/2013 - 11/06/2013
NATIONWIDE INVESTMENT SERVICES CORPORATION (CINCINNATI, OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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