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Randee Schultze

Cambridge Investment Research, Inc.

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About Randee Schultze

Randee Schultze is a financial advisor with Cambridge Investment Research, Inc. located in Fairfield, IA. Randee has been in the securities industry since 1997. Randee is registered with the state of Iowa and New York.

Firm Information

Randee Schultze is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Randee Schultze’s Registration & Firm History

IA

12/09/2022 - Present

Cambridge Investment Research, Inc. (FAIRFIELD IA)

NJ

07/28/2017 - 12/09/2022

CANTELLA & CO., INC. (Wayne NJ)

NY

05/30/2006 - 08/02/2017

NORTHEAST SECURITIES, INC. (NEW YORK NY)

FL

07/20/2004 - 10/21/2005

GUNNALLEN FINANCIAL, INC (TAMPA FL)

FL

04/09/2002 - 07/27/2004

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

NY

08/15/2001 - 04/05/2002

NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)

NY

10/08/1999 - 08/14/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NC

04/01/1997 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 05/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randee Schultze.
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