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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schneeweiss is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in portfolio management for individuals and businesses, as well as investment consulting services to institutional clients. David has been in the industry since 1992 and has a strong background in both securities and investment advisory services. David is registered to provide investment advice in several states including New York, Florida, New Jersey and Texas. David is also a member of the Board of Directors of the Masonic Medical Research Institute in Utica, New York.
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.
Investment consulting services to institutional clients
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
NY
01/21/2010 - Present
Wells Fargo Clearing Services, LLC (WILLIAMSVILLE NY)
CT
11/23/1994 - 12/19/2005
ADVEST, INC. (HARTFORD CT)
NY
06/22/1988 - 11/27/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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