Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew D. Schumont is a financial advisor who is registered with Neuberger Berman BD LLC and has been in the industry since 2006. Andrew has licenses in multiple states and has passed exams such as Series 7, 63 and 66, SIE and is a Certified Financial Planner. Andrew is a financial advisor with experience at Fidelity Brokerage Services LLC and Edward Jones. Andrew is currently registered with Neuberger Berman BD LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
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Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
11/03/2022 - Present
Neuberger Berman BD LLC (SAN FRANCISCO CA)
CA
04/20/2007 - 10/31/2022
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
FL
03/28/2006 - 04/11/2007
EDWARD JONES (NEPTUNE BEACH FL)
BOTH
Issued 07/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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