Unclaimed
Kimberly Schneider has been in the financial services industry since 2009. Kimberly is currently a registered representative of Vanguard Marketing Corp., which is based in Malvern, PA. Prior to joining Vanguard Marketing Corp., Kimberly was a registered representative of NYLIFE DISTRIBUTORS LLC in New York, NY and AllianceBernstein Investments, Inc. in Nashville, TN. Kimberly is licensed to sell securities in all 50 states and the District of Columbia. Kimberly holds the following licenses: Series 7, Series 63, Series 65, and the SIE.
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.
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.
1
2
PA
02/12/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
NY
02/08/2011 - 01/25/2021
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
TN
04/25/2008 - 12/02/2009
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
IA
Issued 10/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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