Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatum? Claim Your ProfileTatum Koy Schuler is a financial advisor registered with Cetera Investment Advisers LLC. Tatum has been in the financial services industry since 2002. Prior to joining Cetera, Tatum was affiliated with CHARLES SCHWAB & CO., INC. Tatum is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63 and 66 securities licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
08/08/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
MO
06/14/2011 - 08/21/2024
CHARLES SCHWAB & CO., INC. (Kansas City MO)
MO
03/06/2006 - 06/08/2011
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
06/08/2009 - 05/02/2011
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MN
12/12/2003 - 01/10/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
08/14/2002 - 12/09/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 1/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 8/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tatum Schuler is the right advisor for you? Invested Better is here to help.
