Tim Schultz Email & Phone Number
RM Manager @ J.W. Cole Financial, Inc.
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Tim Schultz Location
- Tampa, FL, US
Tim Schultz Work
- JW Cole
- Senior Compliance Specialist @ (June 2005 - July 2007)
- RM Manager @ (August 2022 - Present)
- Relationship Manager-Atlantic @ (June 2014 - August 2022)
- OSJ Principal @ (March 2011 - June 2014)
- Assistant Regional Supervisor @ (July 2007 - March 2011)
Tim Schultz Education
- Barry University
Bachelor's of Science (Sport Management)
1994-1998
Tim Schultz Skills
- Series 7
- Series 9
- Series 24
- Series 53
- Series 63
- Series 65
- Sales Management
- PowerPoint
- Mutual Funds
- Research
- Microsoft Excel
- Securities
- Microsoft Office
- Microsoft Word
- Customer Service
- Public Speaking
- FINRA
- Fixed Annuities
- ETFs
- Investments
- Risk Management
- Variable Annuities
- Financial Services
- Investment Advisory
- Retirement Planning
- Wealth Management
- Securities Regulation
- Trading
- Alternative Investments
- Strategic Planning
- Program Management
Tim Schultz Summary
- Tim Schultz, based in Tampa, FL, US, is currently a RM Manager at J.W. Cole Financial, Inc.. Tim Schultz brings experience from previous roles at JW Cole, Raymond James Financial Inc. and J.W. Cole Financial, Inc.. Tim Schultz holds a 1994 - 1998 Bachelor's of Science in Sport Management @ Barry University. With a robust skill set that includes Series 7, Series 9, Series 24, Series 53, Series 63 and more. Tim Schultz has 3 emails and 2 mobile phone numbers on RocketReach.
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Top J.W. Cole Financial, Inc. Employees
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Tampa, FL, US
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Paso Robles, CA, US
Tim Schultz
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Fernando Fussa
Chief Financial Officer
Riverview, FL, US
Rich Dunsford
Chief Growth Officer
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Ted Hoornstra
Founder and Principal
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