Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schultz is a registered investment advisor representative with Venn Wealth & Benefit Services, LLC. Michael has been in the industry since 1986. Michael is also licensed to sell insurance as an independent agent under the same business name. Michael's firm offers financial planning, pension consulting, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your 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.
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
PA
03/08/2004 - Present
Venn Wealth & Benefit Services, LLC (ALTOONA PA)
PA
11/05/2003 - 12/31/2006
TRIAD ADVISORS, INC. (ALTOONA PA)
IA
02/13/2001 - 10/15/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MA
11/06/1996 - 10/01/1997
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
FL
12/05/1995 - 08/28/1996
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NY
11/03/1994 - 07/31/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
PA
09/02/1993 - 10/14/1994
BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)
CO
12/11/1990 - 12/31/1991
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
01/04/1988 - 12/15/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
02/04/1986 - 12/31/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BOTH
Issued 03/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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