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Brett Schmidt Location
Charlotte, NC, US
Brett Schmidt Work
2024 -now Director, Financial Advisor at Truist Investment Services, Inc. @
2021 -2023 Vice President, Financial Consultant at Truist Investment Services, Inc. @
2019 -2021 Player @
2020 -2021 Financial Planner @
2012 -2020 Financial Advisor @
2012 -2012 Leadership Development Program @
2012 -2019 Player @ Major League Lacrosse- Charlotte Hounds
Brett Schmidt Education
University of Maryland
Bachelor
Brett Schmidt Skills
Series 66
Life & Health Insurance Licenses
Financial Advisory
Series 7
Financial Analysis
Life And Health Insurance Licenses
Brett Schmidt Summary
Brett Schmidt, based in Charlotte, NC, US, is currently a Director, Financial Advisor at Truist Investment Services, Inc. at Truist Wealth. Brett Schmidt brings experience from previous roles at Truist Wealth, Premier Lacrosse League and BB&T. Brett Schmidt holds a Bachelor @ University of Maryland. With a robust skill set that includes Series 66, Life & Health Insurance Licenses, Financial Advisory, Series 7, Financial Analysis and more. Brett Schmidt has 3 emails and 1 mobile phone numbers on RocketReach.
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