Unclaimed
Ryne Schooley is a financial advisor with Cambridge Investment Research Advisors, Inc. Ryne has over 2 years of experience in the financial services industry. Ryne holds Series 63 and 65 licenses, as well as Series 6TO and the SIE exam. Ryne is registered to offer investment advice in Illinois, Iowa, Kansas and Washington. In addition to being an advisor, Ryne also acts as an independent insurance agent and is employed by Business and Financial Strategies LLC. Ryne specializes in helping individuals and families achieve their financial goals through a variety of investment and insurance products and services.
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
IA
08/23/2024 - Present
Cambridge Investment Research Advisors, Inc. (Coralville IA)
IA
01/30/2024 - 04/08/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Cedar Rapids IA)
IA
Issued 08/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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