Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Schoenfeld is an Investment Advisor Representative associated with Kingswood Wealth Advisors, LLC. Andrew has been in the financial services industry since 1987. Andrew Schoenfeld is registered with the state of Maryland and New York. Andrew Schoenfeld has passed the Series 63, Series 65, Series 7 and Series 24 exams. Andrew Schoenfeld is also a Registered Representative at BondHarbor Financial Advisors LLC, where Andrew Schoenfeld provides investment advice and manages portfolios.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
04/29/2024 - Present
Kingswood Wealth Advisors, LLC (New York NY)
NY
11/21/2018 - 01/29/2020
BREAN CAPITAL, LLC (NEW YORK NY)
NY
07/31/2017 - 11/30/2018
HUNT FINANCIAL SECURITIES (Rye Brook NY)
NY
11/26/2008 - 04/05/2017
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
NY
09/22/2008 - 10/29/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/15/2001 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/22/1997 - 03/09/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
09/26/1996 - 04/23/1997
UBS SECURITIES LLC (NEW YORK NY)
NY
11/09/1988 - 09/23/1996
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NA
06/13/1988 - 11/03/1988
EXCO-RMJ SPECIAL BROKERAGE, INC.
NY
06/13/1988 - 11/03/1988
RMJ SECURITIES CORP. (NEW YORK NY)
NA
11/25/1987 - 06/20/1988
DILLON, READ & CO. INC.
IA
Issued 12/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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