Robbie Schultz

My name is Robbie Schultz, I own Stock Street, and I became a financial advisor and insurance professional in 2008. I’ve held a series 6, Life, Health, Variable Annuity (2-15) license, and was a Life Underwriter Training Council Fellow (LUTCF). Today, I continue to hold my insurance license, but hold no securities license. I began my career as an intern in 2007 with Deutsche Bank working in New York. In 2008, I moved to Central Florida and worked as a financial professional. I’ve been a registered representative with broker-dealers such as Signator Financial Services, MML Investor Services, and Lincoln Investment. As a financial advisor, I’ve worked with companies to invest money for my clients including (but not limited to) Voya, Fidelity, Vanguard, Oppenheimer Funds, American Funds, MFS, and Brinker Capital. As an insurance professional, I’ve been licensed in both Florida and New York, and represented insurance companies such as MassMutual, Guardian, Metlife, Voya, John Hancock, and Lincoln Financial, amongst others.