W. Schmidt Email & Phone Number
Financial Planner and Wealth Management Advisor @ MassMutual New Jersey-NYC
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W. Schmidt Location
- New York, NY, US
W. Schmidt Work
- 2015 - now Financial Planner and Wealth Management Advisor @
- 1985 - 2015 Wealth Management Advisor @
W. Schmidt Education
- The American College of Financial Services 2024 - 2025
- The American College
RICP - Retirement Income Certified Professional (Retirement Income)
2018 - 2020 - The American College
CASL - Chartered Advisor for Senior Living (Chartered Advisor in Senior Living)
2011 - 2015 - The American College
ChFC - Chartered Financial Consultant (Chartered Financial Consultant)
1985 - 1987 - The American College
CLU - Chartered Life Underwriter (Insurance)
1985 - 1986 - Northeastern University
BSBA (Finance & Insurance)
1979 - 1984
W. Schmidt Skills
- Wealth Management
- Series 7
- Investment Advisory
- Investment Strategies
- Property and Casualty Insurance
- Retirement Planning
- Asset Allocation
- Financial Planning
- Wealth Management Services
- Series 63
- Mutual Funds
- Strategic Financial Planning
- Commercial Insurance
W. Schmidt Summary
- W. Schmidt, based in New York, NY, US, is currently a Financial Planner and Wealth Management Advisor at MassMutual. W. Schmidt brings experience from previous roles at Northwestern Mutual. W. Schmidt holds a 2024 - 2025 The American College of Financial Services. With a robust skill set that includes Wealth Management, Series 7, Investment Advisory, Investment Strategies, Property and Casualty Insurance and more. W. Schmidt has 1 emails and 1 mobile phone numbers on RocketReach.
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