Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Victor Schneider is a registered Investment Advisor Representative with Mariner Wealth. Joseph is registered with the state of Ohio. Joseph has been in the financial industry for over 20 years, and has held previous positions with Scudder Investor Services, Inc., Legg Mason Wood Walker, Incorporated, and Bartlett & Co. Joseph is a Series 6, 7, and 63 licensed professional and has passed the Series 65 exam. Joseph specializes in Financial Planning, Portfolio Management for Businesses, Individuals, and Pooled Investment Vehicles.
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.
Family office services
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.
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2
OH
12/21/2022 - Present
Mariner Wealth (CINCINNATI OH)
NY
05/20/1996 - 08/29/2002
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MD
01/10/1996 - 02/29/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/24/1994 - 01/10/1996
BARTLETT & CO.
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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