Unclaimed
Corey Adam Schneider is a registered representative with MML Investors Services, LLC. Corey has been in the industry since 1995 and holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Corey is registered in 24 states and the District of Columbia. Corey has previously worked at PARK AVENUE SECURITIES LLC and GUARDIAN INVESTOR SERVICES CORPORATION. Corey also is the owner of SENTINEL SOLUTIONS, SENTINEL FINANCIAL SOLUTIONS MOAT BUILDER INC. ADVOSENT, COREY SCHNEIDER INV REL, as well as SCHNIKE POWER LLC. Corey specializes in offering asset allocation programs, financial planning, pension consulting, and educational seminars. Corey is also able to provide selection of other advisors and portfolio management services for both businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
12/17/2024 - Present
MML Investors Services, LLC (New York NY)
NY
05/03/1999 - 11/01/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/04/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
08/24/1995 - 03/13/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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