Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Schneiderman is a financial advisor with over 30 years of experience in the industry. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 24, Series 51, Series 63 and Series 65 licenses. Jonathan is a Registered Representative with Raymond James Financial Services Advisors, Inc., and is registered with the Securities and Exchange Commission (SEC). Jonathan works with a variety of clients, including individuals, families, businesses, and retirement plans. Jonathan provides a wide range of financial services, including financial planning, investment management, retirement planning, and insurance. Jonathan has a strong commitment to providing his clients with personalized service and comprehensive financial advice. Jonathan believes in building long-term relationships with his clients and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
03/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (PLATTSBURGH NY)
OH
05/14/1999 - 04/05/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/04/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
03/23/1992 - 12/31/1992
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
03/23/1990 - 09/04/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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