Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Schneider is a financial advisor with over 30 years of experience in the financial services industry. Karen is a registered representative with Raymond James Financial Services Advisors, Inc. Karen also holds Series 7, Series 24, Series 63, and Series 65 licenses and offers a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Karen's office is located in Saint Peters, Missouri, where she has been serving clients since 2015. Prior to joining Raymond James, Karen was an advisor with Edward Jones for over 20 years.
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
MO
08/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERS MO)
MO
12/22/1995 - 07/31/2015
EDWARD JONES (ST PETERS MO)
NE
11/19/1991 - 11/17/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
06/19/1990 - 11/25/1991
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
IA
09/06/1989 - 06/20/1990
R. G. DICKINSON & CO. (DES MOINES IA)
CA
05/31/1989 - 09/19/1989
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
CA
10/21/1986 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
NA
11/20/1985 - 08/25/1986
E. F. HUTTON & COMPANY INC
IA
Issued 04/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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