Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Schultz is a financial advisor with over 24 years of experience in the industry. Richard is currently registered with T. Rowe Price Associates, Inc. and has held previous positions at Blackrock Investments, LLC, Blackrock Fund Distribution Company, Barclays Global Investors Services, and Prudential Investment Management Services LLC. Richard is a licensed investment advisor representative in Maryland and Tennessee. Richard has a broad range of experience working with individual investors, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
06/16/2021 - Present
T. Rowe Price Associates, Inc. (Brentwood TN)
IL
01/03/2012 - 05/04/2017
BLACKROCK INVESTMENTS, LLC (CHICAGO IL)
IL
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (CHICAGO IL)
IL
08/20/2007 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (CHICAGO IL)
NJ
12/05/1997 - 08/10/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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