Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jason Schnier is a financial advisor at New Edge Wealth. David has been in the financial services industry since 2016. David is a Series 7, Series 24, Series 14, and SIE licensed advisor. David's previous employment was with PWP Securities LLC. David works with individuals, high-net-worth individuals, corporations, businesses, and institutional clients, providing financial planning, portfolio management, and other advisory services. David is registered with the state of Pennsylvania.
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.
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CT
10/26/2020 - Present
NEW Edge Wealth (STAMFORD CT)
CT
10/19/2016 - 01/22/2020
PWP SECURITIES LLC (Darien CT)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/15/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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