Tim Schultz
RM Manager at JW Cole
- Role
- Rm Manager at J.W. Cole Financial, Inc
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Tim Schultz
Having worked in the financial services industry for 18 years in various roles in compliance, supervision, and sales management, I have enjoyed building relationships with financial advisors and their operations teams. I believe by working together with advisors, providing guidance and support, I can help them achieve their goals and also help retain the advisor talent for the firm. I see compliance and supervision as a teammate, helping offices reduce risk and assist in finding solutions for the advisers and their clients.
Experience
Rm Manager
Aug 2022 — Present
Education
Barry University
Bachelor's of Science, Sport Management
1994 — 1998
Skills
- Sales Management
- Series 63
- Fixed Annuities
- Customer Service
- Microsoft Word
- Microsoft Excel
- Etfs
- Powerpoint
- Securities Regulation
- Securities
- Public Speaking
- Retirement Planning
- Series 24
- Finra
- Series 7
- Trading
- Financial Services
- Investments
- Microsoft Office
- Series 53
- Wealth Management
- Research
- Variable Annuities
- Series 65
- Mutual Funds
- Risk Management
- Series 9
- Investment Advisory
- Alternative Investments
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