Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin L. Schneider is a financial advisor with over 40 years of experience in the financial services industry. Kevin is currently registered with BFC Planning, Inc. and is a Registered Investment Advisor in California. Kevin's previous experience includes roles with FSIC, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., Paine, Webber, Jackson & Curtis Inc., and Paine, Webber, Jackson & Curtis Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
CA
02/13/2017 - Present
BFC Planning, Inc. (Stockton CA)
FL
01/24/2017 - 02/21/2017
FSIC (BOCA RATON FL)
CA
07/01/2003 - 11/11/2016
WELLS FARGO ADVISORS, LLC (STOCKTON CA)
NY
04/13/1983 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/26/1980 - 03/29/1983
DEAN WITTER REYNOLDS INC.
NA
01/31/1980 - 10/22/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
12/01/1978 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 01/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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