Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vincent Schrader is a financial advisor registered with Raymond James & Associates, Inc. David has been in the financial services industry since January 1973 and has passed numerous industry exams, including the Series 7, Series 63, Series 65, and SIE exams. David has worked with a number of firms throughout his career, including Morgan Keegan & Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, and Blunt Ellis & Loewi Incorporated. Currently, David is registered in 12 states and is actively offering investment advice and financial planning services. David Schrader's experience and background suggest that he may be a good fit for individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
02/13/2013 - Present
Raymond James & Associates, Inc. (BELLEVILLE IL)
IL
08/27/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SWANSEA IL)
IL
05/13/2005 - 08/31/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SWANSEA IL)
MO
09/04/1990 - 05/19/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
02/08/1988 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
02/01/1988 - 02/17/1988
ROWLAND, SIMON & CO.
NA
07/29/1975 - 02/01/1988
R. ROWLAND & CO., INCORPORATED
NA
01/18/1973 - 09/18/1975
BACHE & CO INCORPORATED
IA
Issued 10/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1977
PC - AMEX Put and Call Exam
BC
Issued 01/15/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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