W. Keith Schmidt, CLU, ChFC, CASL, RICP
Financial Planner & Wealth Management Advisor at MassMutual- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
New York, New York, United States, US
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Experience
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MassMutual New Jersey-NYC
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner & Wealth Management Advisor
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Oct 2015 - Present
Greater New York City Area MassMutual refers to Massachusetts Mutual Life Insurance Company
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Advisor
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Aug 1985 - Sep 2015
Financial Planning and Wealth Management Advisor
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Education
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2018 - 2020
The American College
RICP - Retirement Income Certified Professional, Retirement Income -
2011 - 2015
The American College
CASL - Chartered Advisor for Senior Living, Chartered Advisor in Senior Living -
1985 - 1987
The American College
ChFC - Chartered Financial Consultant, Chartered Financial Consultant -
1985 - 1986
The American College
CLU - Chartered Life Underwriter, Insurance -
1979 - 1984
Northeastern University
BSBA, Finance & Insurance
Community
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