Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryanne? Claim Your ProfileMaryanne Schultz is a financial advisor with over 30 years of experience in the financial services industry. Maryanne is currently registered with Osaic FA, Inc. and has been with the firm since 1998. Prior to joining Osaic FA, Inc., Maryanne worked for The Lincoln National Life Insurance Company and Cigna Financial Advisors, Inc. Maryanne holds the Series 6, 7, 24, and 63 licenses. Maryanne specializes in providing financial planning, portfolio management, and retirement plan consulting services to individuals, businesses, and charitable organizations. Maryanne is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Retirement plan consulting services provided on a limited basis.
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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CA
06/01/1998 - Present
Osaic FA, Inc. (IRVINE CA)
IN
03/05/2004 - 06/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
11/01/1989 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 11/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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