Unclaimed
Sharyl Lee Schultz is a financial advisor with over 30 years of experience in the industry. Sharyl is currently registered with Redhawk Wealth Advisors, Inc. and has a Series 63 and Series 65 license. Sharyl is a registered investment advisor in Minnesota and Texas. Sharyl is a strong advocate for her clients and their financial goals. Sharyl specializes in financial planning, pension consulting, and portfolio management for individuals. Sharyl also holds a Series 22 and Series 6 license. Sharyl has previously worked for firms like Fortas Investors, Inc, Boardwalk Capital Corporation, Chubb Securities Corporation, Mutual Service Corporation and E.I. Sales, Inc. Sharyl has a strong understanding of the financial markets and is dedicated to providing her clients with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
09/06/2024 - Present
Redhawk Wealth Advisors, Inc. (MARICOPA AZ)
NA
12/03/1991 - 12/31/1992
FORTIS INVESTORS, INC.
NA
05/18/1989 - 12/13/1989
BOARDWALK CAPITAL CORPORATION
NA
03/17/1989 - 05/08/1989
CHUBB SECURITIES CORPORATION
NA
03/24/1986 - 12/31/1988
MUTUAL SERVICE CORPORATION
NA
12/18/1985 - 03/25/1986
E.I. SALES, INC.
IA
Issued 11/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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