Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Michel Schneider is a financial advisor in Atlanta, Georgia with 35 years of experience in the industry. Harvey Schneider is currently registered with Raymond James & Associates, Inc. and has previously worked at WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., and LEHMAN BROTHERS INC.. Harvey Schneider is a Series 3, 7, 63, and 65 licensed professional. Harvey Schneider provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and pension consulting services.
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
GA
06/24/2024 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
01/01/2008 - 06/28/2024
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
GA
10/05/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALPHARETTA GA)
NY
08/22/1989 - 10/19/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1989
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1989
Series 7 - General Securities 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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