Unclaimed
Matthew Schulz is a financial advisor registered in 51 states and the District of Columbia. Matthew is currently employed by AQR Investments, LLC and has been registered with FINRA since April 9, 2012. Matthew has held previous positions with ALLSPRING FUNDS DISTRIBUTOR, LLC and Northwestern Mutual Investment Services, LLC. Matthew Schulz is a Series 7 and Series 63 licensed professional. Matthew is committed to providing clients with sound financial advice and investment strategies to help 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.
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.
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2
CT
01/17/2024 - Present
AQR Investments, LLC (GREENWICH CT)
WI
10/09/2015 - 05/08/2023
ALLSPRING FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
MO
08/04/2014 - 03/03/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
MO
04/10/2012 - 06/24/2014
AXA ADVISORS, LLC (CLAYTON MO)
BC
Issued 07/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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