Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig A. Schneider is an Investment Advisor Representative associated with Oppenheimer & Co. Inc.. Craig is licensed in multiple states including Michigan and New York. Craig has extensive experience in the financial services industry, having previously worked with firms such as Chase Investment Services Corp., Banc One Securities Corporation, AXA Advisors, LLC, PRUCO Securities, LLC., Prudential Securities Incorporated, and American Express Financial Advisors Inc. Craig holds several professional licenses including Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
12/02/2024 - Present
Oppenheimer & Co. Inc. (BIRMINGHAM MI)
TX
04/27/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
IL
04/27/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/11/2004 - 04/28/2005
AXA ADVISORS, LLC (NEW YORK NY)
NJ
09/27/2001 - 07/26/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
02/02/2001 - 07/19/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/24/2000 - 02/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
10/20/1998 - 08/09/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1998 - 08/09/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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