Unclaimed
Patrick John Schultz is a financial advisor with Empower Financial Services, Inc.. Patrick has been in the industry since July 27, 2014. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63 and SIE licenses. Patrick is registered in 52 states and the District of Columbia. Patrick has been registered with Empower Financial Services, Inc. since September 1, 2015. Prior to that, Patrick was registered with Woodbury Financial Services, Inc. and Signator Investors, Inc..
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.
1
2
WI
09/01/2015 - Present
Empower Financial Services, Inc. (Milwaukee WI)
WI
01/14/2015 - 08/24/2015
WOODBURY FINANCIAL SERVICES, INC. (MENOMONEE FALLS WI)
WI
07/21/2014 - 01/30/2015
SIGNATOR INVESTORS, INC. (BROOKFIELD WI)
BC
Issued 08/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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