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 Principal Advised Services. Michael has been in the industry since April 2017 and holds Series 6, 7TO, 63, and 66 licenses. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and is registered to provide investment advice in 51 states, including Iowa and Oklahoma. Michael has been associated with Principal Life Insurance and Principal Securities, Inc. since April 2017 and has been working as a Retirement Consultant with Principal Advised Services since April 2024.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
05/24/2024 - Present
Principal Advised Services (DES MOINES IA)
BOTH
Issued 05/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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