Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schnall is a financial advisor at Kestra Advisory Services, LLC and Kestra Investment Services, LLC. David has been in the industry since 1987 and has a broad range of experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. David is licensed to provide investment advisory services in NY, TX and several other states. David has a strong commitment to providing personalized financial advice that meets the unique needs of each client.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
09/19/2024 - Present
Kestra Advisory Services, LLC (Port Jefferson NY)
NY
06/10/2009 - 07/22/2014
MORGAN STANLEY (RIVERHEAD NY)
NY
01/01/2008 - 06/10/2009
WELLS FARGO ADVISORS, LLC (PORT JEFFERSON NY)
NY
05/23/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT JEFFERSON NY)
NY
10/02/1990 - 06/05/1995
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
FL
05/19/1988 - 09/28/1990
F.S.G. FINANCIAL SERVICES GROUP, INC. (MIAMI BEACH FL)
NA
02/17/1988 - 05/05/1988
EQUITIES INTERNATIONAL SECURITIES, INC.
NA
11/04/1987 - 02/27/1988
GREELEY SECURITIES, INC.
NA
09/24/1987 - 11/16/1987
MACPEG, ROSS, O'CONNELL & GOLDABER, INC.
BC
Issued 10/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Schnall is the right advisor for you? Invested Better is here to help.
