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Steven Schmidt
Steven Schmidt
Vice President, Investment Advisor | American Portfolios
Town of Islip, New York, United States
Steven Schmidt
Summary
Steven Schmidt is a seasoned investment advisor with over two decades of experience in the financial services industry. Currently serving as Vice President at American Portfolios and Schmidt Wealth Solutions, he specializes in asset allocation, portfolio management, and strategic financial planning. His extensive expertise encompasses a wide range of investment strategies, including equities, mutual funds, and retirement planning. Steven is known for his client-centric approach, ensuring personalized financial solutions tailored to individual needs. His background includes a significant role at Ag Edwards And Sons, where he further honed his leadership skills. Steven holds various licenses, including New York State licenses in life, accident, and health insurance, demonstrating his commitment to comprehensive financial advisory. He is passionate about empowering clients to achieve their financial goals through informed decision-making. Based in Town of Islip, New York, Steven is well-versed in the local financial landscape.
Steven Schmidt
Work Experience
Vice President, Investment Advisor at
American Portfolios
January 2009 - Present
Vice President at
Ag Edwards And Sons
September 1999 - September 2009
Steven Schmidt
Education
City University of New York - Queens College. Brooklyn Tech H.S.
Frequently Asked Questions about Steven Schmidt
What is Steven Schmidt email address?
Steven Schmidt's primary email address is ********@americanportfolios.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Steven Schmidt work for?
Steven Schmidt is a Vice President, Investment Advisor at American Portfolios, a company specializing in Functions related to depository banking.
Where Steven Schmidt graduated from?
Steven Schmidt holds a degree in from City University of New York - Queens College. Brooklyn Tech H.S..
How can I directly contact Steven Schmidt?
To contact Steven Schmidt directly, you can use the email address ********@americanportfolios.com. Complete contact information is available upon registration with Muraena.
Who is Steven Schmidt?
Steven Schmidt is a seasoned investment advisor with over two decades of experience in the financial services industry. Currently serving as Vice President at American Portfolios and Schmidt Wealth Solutions, he specializes in asset allocation, portfolio management, and strategic financial planning. His extensive expertise encompasses a wide range of investment strategies, including equities, mutual funds, and retirement planning. Steven is known for his client-centric approach, ensuring personalized financial solutions tailored to individual needs. His background includes a significant role at Ag Edwards And Sons, where he further honed his leadership skills. Steven holds various licenses, including New York State licenses in life, accident, and health insurance, demonstrating his commitment to comprehensive financial advisory. He is passionate about empowering clients to achieve their financial goals through informed decision-making. Based in Town of Islip, New York, Steven is well-versed in the local financial landscape.
Steven`s contact details
********@americanportfolios.com
Colleagues
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Executive Vice President
Senior Vice President
Account Executive
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Senior Vice President of National Sales & Business Development
Managing Director