Oliver SchulzCRD Number: 4540023
Current Firm: Voya Financial Partners, LLC
Oliver Schulz (CRD# 4540023) is an Investment Advisor Representative working at Voya Financial Partners, LLC in Darien, CT and has over 12 years of experience in the finance industry.
Altium Wealth Management LLC
Scholtz & Co
Axa Advisors, LLC
|Voya Financial Partners, LLC||Darien, CT||Jul 2015 - Current||1|
|Voya||Darien, CT||Jun 2015 - Current||1|
|Mutual Of Omaha||Omaha, NE||Jul 2012 - Jun 2015||2|
|Mutual Of Omaha Investor Services, Inc.||Omaha, NE||Jul 2012 - Jun 2015||2|
|Unemployed||Darien, CT||May 2012 - Jul 2012||< 1|
|Morgan Stanley Smith Barney||New York, NY||May 2011 - May 2012||1|
|Nationwide Investment Services Corporation||Columbus, OH||Jul 2007 - Apr 2012||4|
|Oppenheimerfunds Distributor, Inc.||New York, NY||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management242MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$242,231,291
- A percentage of assets under your management
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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