Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joseph Schnall has been in the financial services industry since 1989. David is a registered representative of LPL Enterprise, LLC, where David has been employed since November 2024. David provides financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. David holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. David is registered with the states of Alabama, California, Colorado, Connecticut, Florida, Idaho, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. David is also a registered investment advisor in New York and Texas. David's previous employment includes The Prudential Insurance Company of America.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
11/14/2024 - Present
LPL Enterprise, LLC (DEWITT NY)
NJ
04/19/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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