Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roni? Claim Your ProfileRoni Lynn Schultz is a financial advisor with Northwestern Mutual Investment Services, LLC. Roni has been in the industry since 2007 and has a Series 7, Series 63, and Series 24 licenses. Roni has previously worked with Thrivent Investment Management 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.
Investment research; referrals to other advisers
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.
Referral fees
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2
WI
07/19/2010 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
WI
09/13/2007 - 06/18/2008
THRIVENT INVESTMENT MANAGEMENT INC. (OCONOMOWOC WI)
BC
Issued 10/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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