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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Schulze is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Nancy has been in the financial services industry since August 2008. Nancy is licensed in several states, including Arizona, Montana, New Mexico, Oklahoma, Oregon, Texas, and Washington. Nancy specializes in retirement planning, college savings, and estate planning. She is also a licensed insurance agent. In addition to her work at Cambridge Investment Research Advisors, Inc., Nancy also volunteers with Literacy Instruction for Texas and is a president emeritus at Chapman, Hext & Co, P.C. Nancy has a strong commitment to her community and is dedicated to helping her clients 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
06/05/2013 - Present
Cambridge Investment Research Advisors, Inc. (DALLAS TX)
TX
06/16/2009 - 06/06/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (RICHARDSON TX)
TX
07/31/2008 - 06/05/2009
VSR FINANCIAL SERVICES, INC. (RICHARDSON TX)
BOTH
Issued 12/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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