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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 Schneider is a financial advisor with over 20 years of experience in the industry. David has worked with Morgan Stanley since 2009, and has experience in various roles at Morgan Stanley. David has a broad range of experience in the securities industry. David has passed several professional exams, including Series 3, 7, 55, 63, 66, 79TO and SIE. David is registered to provide investment advice in California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Texas, Vermont and Wyoming. David's specializations include investment advisory services and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/13/2010 - Present
Morgan Stanley (Delray Beach FL)
NY
10/17/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
04/27/2005 - 06/27/2007
DC TRADING PARTNERS L.L.C. (NEW YORK NY)
NY
09/13/2004 - 04/27/2005
DE TRADING, LLC (NEW YORK NY)
NY
07/25/2003 - 08/20/2004
PUGLISI & CO. (NEW YORK NY)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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