Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua E Schneider is a financial advisor with over 20 years of experience in the industry. Joshua has a proven track record of providing comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, businesses, and institutions. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. where he provides services to clients in New Jersey and New York. Before joining Merrill Lynch, Joshua held positions at HSBC Securities (USA) INC., BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, MORGAN STANLEY DW INC., and WEATHERLY SECURITIES CORPORATION.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
11/02/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
10/19/2009 - 10/12/2010
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
10/20/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RED BANK NJ)
NY
04/24/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
01/24/2002 - 04/29/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/24/2002 - 04/29/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
10/19/2000 - 08/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/14/1999 - 06/06/2000
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 11/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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