Unclaimed
Lindsay Roberts Schneider is a financial professional with over 10 years of experience in the industry. Lindsay is currently registered with Ares Management Capital Markets LLC and Ares Wealth Management Solutions, LLC. Previously, Lindsay worked at PIMCO INVESTMENTS LLC, J.P. MORGAN SECURITIES LLC, and J.P. MORGAN SECURITIES INC. Lindsay holds a Series 63, Series 24, Series 3, Series 7, and SIE licenses. Lindsay is registered in 53 states and the District of Columbia.
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
NY
03/07/2024 - Present
Ares Management Capital Markets LLC (NEW YORK NY)
NY
09/03/2013 - 10/27/2022
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
10/01/2008 - 06/14/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/01/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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