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Mary Grace Schulz

With over ten years of solid experience in the financial markets, I break down complex financial problems to create effective & focused solutions that rapidly improve my clients portfolio profits.

Explore My Page
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01 About me

Welcome to my page, this is “Mary Grace Schulz”, licensed Investment Adviser & Stock Broker with 10+ years of experience. I have obtained 5+ brokerage examination certificates and 2k+ happy clients

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    State Licenses

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    Satisfied Clients

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    Years of experience

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02 Services

Providing Quality Financial Services For Individuals & Businesses

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Professional Financial Consulting

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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Stock Brokerage & Diversification

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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Family & Welfare Asset Advisory

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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Retirement Planning & Investing

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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03 Mary Grace Schulz

4 Brokerage Examinations Registered & Passed

Oct 01, 2018

SIE - Securities Industry Essentials Examination

General Industry/Product Exams

Aug 18, 2014

Series 7 - General Securities Representative Examination

General Industry/Product Exams

Oct 03, 2014

Series 65 - Uniform Investment Adviser Law Examination

State Securities Law Exams

Sep 22, 2014

Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exams

04 Mary Grace Schulz

Work History

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2025 - Present (less than 1 year)

COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)

Broker,

Investment Adviser

2017 - 2025 (7 years)

LPL FINANCIAL LLC (CRD# 6413)

Broker,

Investment Adviser

2014 - 2018 (3 years)

SOUTHWEST INVESTMENT ADVISORS, INC. (CRD#:117052)

Investment Adviser

2015 - 2017 (2 years)

NATIONAL PLANNING CORPORATION (CRD# 29604)

Broker

2014 - 2015 (less than 1 year)

FIRST ALLIED SECURITIES, INC. (CRD# 32444)

Broker

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S.R.O

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100
FINRA
100
NASDAQ
100
NYSE
100
Cboe Exchange
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05 Client Reviews

I am trusted by more than 2000+ Global Clients

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"Working with Mary Grace was a game-changer for our business. Her ability to understand and rectify our exact financial problems exceeded our expectations and her dedication truly sets her apart."

Michael M. Johnson/ ceo & founder
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"I met Mary Grace through a colleague of mine in California who had worked with her for over 8 years, She helped me accumulate quite a fortune on my portfolio and I can say that was one of the best decisions of my life."

Shannon Bruno/ real estate broker
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"I barely have time for work so I obviously had to get a financial advisor if I was ever going to be involved with trading and investments. I made a wonderful choice with Shannon Marie and seeing my portfolio profits accumulate consistently confirms it."

Janet S. Brugge/ professional stylist
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Hi, I am Mary Grace Schulz

Let’s Work Together

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Let's grow your portfolio

I’m Mary Grace Schulz, a Stock Broker & Financial Advisor
based in the US. I build immersive & functional investment
strategies for respective clients all over the world.

Email Address

contact@mariarodriguezbroker.com

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