Robert Shulman Email & Phone Number
VICE PRESIDENT and WEALTH MANAGEMENT FINANCIAL ADVISOR @ Janney Montgomery Scott LLC
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Robert Shulman Location
- Mount Laurel, NJ, US
Robert Shulman Work
- 2009 - now VICE PRESIDENT and WEALTH MANAGEMENT FINANCIAL ADVISOR @
- 2006 - 2009 Financial Advisor @
- 1991 - 2006 Financial Advisor @
- 1989 - 1991 Financial Advisor @ Wheat First Securities
- 1985 - 1989 Financial Advisor @ Butcher and Singer
Robert Shulman Education
- Penn State University
Bachelor of Science (BS) (Business Logistics)
2025 - University Of Michigan 2025
Robert Shulman Skills
- Wealth Management
- Retirement Planning
- Mutual Funds
- Asset Allocation
- Series 7
- Investment Advisory
- Series 63
- Investment Strategies
- Retirement
- Alternative Investments
- Wealth Management Services
- Estate Planning
- Securities
- Series 65
- Financial Advisory
- ETFs
- Fixed Annuities
- Strategic Financial Planning
- Uniform Combined State Law
- Investments
- 401k
- IRAs
- Equities
- Fixed Income
- Finance
- Strategic Financial
- Uniform Combined State
- Marketing
- Management
Robert Shulman Summary
- Robert Shulman, based in Mount Laurel, NJ, US, is currently a VICE PRESIDENT and WEALTH MANAGEMENT FINANCIAL ADVISOR at Janney Montgomery Scott. Robert Shulman brings experience from previous roles at Smith Barney, Legg Mason, Wheat First Securities and Butcher and Singer. Robert Shulman holds a Bachelor of Science (BS) in Business Logistics @ Penn State University. With a robust skill set that includes Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Series 7 and more. Robert Shulman has 2 emails and 1 mobile phone numbers on RocketReach.
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