Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Schneider is a financial advisor with Cambridge Investment Research, Inc., a firm based in Mahopac, NY. He has been in the industry since 2004. Jonathan Schneider holds the Series 63, Series 7, and SIE securities licenses and has a background working with various financial firms. He is currently registered with FINRA and in the following states: Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia. Jonathan Schneider has a record of previous registration with other firms including: Cantella & Co., Inc., H.D. Vest Investment Services, and Worthmark Financial Services, LLC.
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.
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.
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NY
12/09/2022 - Present
Cambridge Investment Research, Inc. (MAHOPAC NY)
NY
03/09/2011 - 12/09/2022
CANTELLA & CO., INC. (MAHOPAC NY)
NY
07/13/2005 - 03/14/2011
H.D. VEST INVESTMENT SERVICES (MAHOPAC NY)
MN
03/21/2005 - 07/29/2005
WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)
NY
02/09/2001 - 05/17/2001
INVESTEC ERNST & COMPANY (NEW YORK NY)
BC
Issued 03/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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