Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid A. Schneider is a financial advisor with Morgan Stanley. David has been working in the financial industry since December 2010 and holds both Series 63 and Series 65 licenses. David is also a Certified Financial Planner. David's previous employment includes working as a financial advisor at J.P. Morgan Securities LLC and Gleacher & Company Securities, Inc.. David has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. David's services include financial planning, portfolio management, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CT
07/02/2020 - Present
Morgan Stanley (Ridgefield CT)
NY
11/19/2013 - 07/27/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
CT
03/20/2013 - 11/15/2013
MORGAN STANLEY (STAMFORD CT)
NY
01/09/2012 - 12/31/2012
ITG INC. (NEW YORK NY)
NY
06/17/2010 - 09/09/2011
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
CT
05/20/2010 - 06/25/2010
BROADPOINT AMTECH, INC. (GREENWICH CT)
IA
Issued 04/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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