Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Bruce Schneider is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth has been in the securities industry since 1992. Kenneth's past experience includes working at Loop Capital Markets LLC and Banc of America Securities LLC. Kenneth holds the Series 7, Series 63, and Series 65 licenses. Kenneth provides financial services to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and insurance companies.
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
01/28/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
08/04/2009 - 10/16/2017
LOOP CAPITAL MARKETS LLC (NEW YORK NY)
NY
03/16/2009 - 07/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/15/2005 - 07/08/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
07/31/1997 - 03/14/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/02/1992 - 08/01/1997
ARTEMIS CAPITAL GROUP, INC. (NEW YORK NY)
IA
Issued 10/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1992
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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