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Nancy Lynn Schultz

Schultz Retirement Income Solutions, Inc.

Rockland, ME

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Current Employers
Schultz Retirement Income Solutions, Inc.

147 Park Street, Rockland, ME 04841 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2011-07-27
  • ME RA
    APPROVED
    Since 2011-07-27

Branch Locations

147 Park Street, Rockland, ME 04841 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schultz Retirement Income Solutions, Inc. Rockland ME 11/2010 Present
J Edward Knight Senior Advantage, Llc Rockland ME 06/2021 12/2025
Previous Registrations
  • 2009-01-02 → 2011-07-01
    Raymond James Financial Services Advisors, Inc
    Saint Petersburg, FL
    Rockland, ME
  • 2003-07-03 → 2009-01-02
    Raymond James Financial Services, Inc.
    Rockland, ME
    Augusta, ME
    Rockland, ME
    Augusta, ME
    Jamestown, NC
  • 2002-09-30 → 2002-12-13
    Keybanc Capital Markets Inc.
    Portland, ME
Other Businesses

1. Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-24
  • S66 Uniform Combined State Law Examination
    2001-04-24

View on SEC IAPD

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Other Offices

EDWARD JONES · ROCKLAND, ME
APOLLON WEALTH MANAGEMENT, LLC · ROCKLAND, ME
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ROCKLAND, ME
EDWARD JONES · Thomaston, ME
LPL FINANCIAL LLC · THOMASTON, ME
BIRCH POINT WEALTH MANAGEMENT LLC · ROCKPORT, ME
EDWARD JONES · CAMDEN, ME
ROBERT W. BAIRD & CO. INCORPORATED · Camden, ME

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