Invested Better
Unclaimed

Unclaimed

Unclaimed

Vicki Marie Schulze

Cetera Financial Specialists LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Vicki? Claim Your Profile

About Vicki Marie Schulze

Vicki Schulze is a financial professional with over 20 years of experience in the industry. Vicki is registered with Cetera Financial Specialists LLC and holds a Series 6, Series 63, and SIE licenses. Vicki has been working as a financial professional since 2001 and is based in Columbus, Wisconsin.

Firm Information

Vicki Schulze is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Vicki Schulze’s Registration & Firm History

WI

05/21/2001 - Present

Cetera Financial Specialists LLC (COLUMBUS WI)

Not sure if Vicki Marie Schulze is right for you?

Licenses & Designations

BC

Issued 01/13/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vicki Marie Schulze.
Not sure if Vicki Marie Schulze is right for you?