Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith R. Schneider is a financial advisor with Fidelity Personal and Workplace Advisors. Keith has been in the industry since 2008 and has a broad range of experience working with individuals, families, and businesses. Keith is licensed to offer advisory services in several states, including New Jersey, Texas, and New York. Keith is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
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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NJ
02/23/2024 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEWATER NJ)
NY
03/04/2013 - 08/18/2023
E*TRADE SECURITIES LLC (New York NY)
NY
03/24/2023 - 08/17/2023
MORGAN STANLEY (New York NY)
NY
10/01/2012 - 02/13/2013
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
03/31/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
FL
04/21/2003 - 08/28/2003
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 04/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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