Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Warren Schneider is a financial professional with over 27 years of experience in the financial services industry. Joel is currently registered with Piper Sandler & Co. and has previously worked at BEAR, STEARNS & CO. INC., LEHMAN BROTHERS INC., SANTANDER INVESTMENT SECURITIES INC., BT SECURITIES CORPORATION, and JAMES CAPEL INCORPORATED. Joel is a licensed Series 7, 24, 63, 79TO, and SIE. Joel is registered in 53 states and holds a FINRA registration with Piper Sandler & Co.. Joel has a focus on portfolio management for businesses and has experience working with state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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
NY
11/25/2008 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
10/24/2002 - 06/18/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
05/27/1999 - 09/04/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/24/1996 - 05/04/1999
SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)
MD
04/26/1994 - 01/26/1996
BT SECURITIES CORPORATION (BALTIMORE MD)
NA
09/08/1993 - 11/15/1993
JAMES CAPEL INCORPORATED
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1994
Series 24 - General Securities Principal 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 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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