Keaton Schultz

All Glory to God | Joshua 1:9 | Southern Methodist University Football and Cox School of Business Alum | Northern Trust Securities Inc. Registered Associate

Role
Registered Associate - Wealth Management Brokerage at Northern Trust
Location
Houston, TX, US
LinkedIn followers
500 followers

Experience

  1. Registered Associate - Wealth Management Brokerage

    Northern Trust

    Feb 2025 — Present · Houston, TX, US

    Registered Representative and Investment Advisor Representative for the Broker-Dealer arm of Northern Trust- Help Service and manage books of business within the Texas market for Northern Trust Securities Inc- Work with advisors regarding investment proposals, asset allocation, account opening, operations, and cashiering - Series 7 and Series 66 Licenses- Operate on the Wealthscape platform regarding trading, paperwork, and work items- Helping individuals, families, and entities achieve their financial goals

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Keaton Schultz — Registered Associate - Wealth Management Brokerage at Northern Trust in Houston, TX, US | Unifers