Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Schneider is a financial advisor with over 30 years of experience in the industry. David is a Registered Representative and Investment Advisor Representative, holding Series 7, 3, 24, 63, and 65 licenses. David has a strong track record of providing financial advice to individuals, families, and businesses. David specializes in financial planning, portfolio management, and retirement planning. David is currently affiliated with Commonwealth Financial Network. Prior to that, David has held positions with Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Prudential Securities Incorporated, and Lehman Brothers Inc. David is dedicated to helping clients achieve their financial goals.
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.
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.
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2
MA
01/13/2025 - Present
Commonwealth Financial Network (WALTHAM MA)
NY
01/04/1999 - 04/13/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
FL
04/04/1994 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
07/22/1991 - 04/08/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/19/1989 - 08/14/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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