Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Schneider has been an active financial professional since 2000. Edward is currently registered with Citigroup Global Markets Inc., where he has been employed since June 2022. Before that, Edward was with J.P. MORGAN SECURITIES LLC from October 2012 until June 2022. Edward is also registered with the state of New York as a broker-dealer and investment advisor representative. Edward has extensive experience in the financial industry, with expertise in various areas including Asset Allocation Advice, Financial Planning, Pension Consulting, and Portfolio Management for Businesses and Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/21/2022 - Present
Citigroup Global Markets Inc. (New York NY)
NY
10/01/2012 - 06/16/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/19/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
01/11/2005 - 12/04/2006
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
01/02/2004 - 09/29/2004
CLAYTON, DUNNING & COMPANY INC. (NEW YORK NY)
IL
03/11/2003 - 09/05/2003
ASSENT LLC (BOLINGBROOK IL)
NY
11/16/2001 - 09/23/2002
MURJEN FINANCIAL, INC. (SYOSSET NY)
NJ
09/20/2001 - 11/21/2001
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
06/08/1998 - 09/20/2001
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 01/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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