Stephen Schmitt, financial advisor Blue Bell PA
90 score

Stephen Schmitt

CRD Number: 5928024
Current Firm: Mutual Of Omaha Investor Services, Inc.

Stephen Schmitt (CRD# 5928024) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Blue Bell, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Insurance Company Bethlehem, PA Jun 2016 - Current < 1
Mutual Of Omaha Investor Services Bethlehem, PA Jun 2016 - Current < 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Jun 2016 1
Mcadam Financial Group Jersey City, NJ Oct 2014 - Jun 2016 1
Voya Financial Advisors (ing Fp) Boston, MA Jun 2011 - Oct 2014 3
Saint Joseph's University Philadelphia, PA Sep 2007 - Jun 2011 3
University City Housing Philadelphia, PA Nov 2010 - Apr 2011 < 1
Holy Cross High School Delran, NJ May 2007 - Sep 2009 2
Saint Joseph's University Philadelphia, PA Oct 2008 - May 2009 < 1
Unemployed Medford, NJ Jan 2005 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Stephen P. Schmitt
Phone Number: 402-351-5770
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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