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Katherine Ann Schneider

Raymond James Financial Services, Inc.

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About Katherine Ann Schneider

Katherine Schneider is a financial advisor with Raymond James Financial Services, Inc. Katherine is a registered representative in Pennsylvania with over 25 years of experience in the industry. Katherine is a Series 7 and Series 63 licensed representative and holds the SIE. Katherine has previously worked at Harvest Financial Corporation and Keogler, Morgan & Company, Inc.

Firm Information

Katherine Schneider is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Katherine Schneider’s Registration & Firm History

PA

06/14/2005 - Present

Raymond James Financial Services, Inc. (GREENSBURG PA)

SC

01/21/1997 - 07/06/2005

HARVEST FINANCIAL CORPORATION (FORT MILL SC)

GA

01/01/1996 - 01/31/1997

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 12/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Ann Schneider.
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