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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Bernard Schneider is a financial advisor with Morgan Stanley, based in Wayzata, Minnesota. Martin has over 39 years of experience in the financial services industry. Martin has a wide range of experience, including experience working with high-net-worth individuals, corporations, insurance companies, and charitable organizations. Martin has a strong track record of success in 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
10/27/2016 - Present
Morgan Stanley (Wayzata MN)
MN
01/02/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WAYZATA MN)
MO
07/01/2003 - 01/09/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/19/1991 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/22/1988 - 09/25/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
06/22/1983 - 08/31/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 08/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/07/1997
Series 15 - Foreign Currency Options Examination
BC
Issued 02/06/1997
Series 5 - Interest Rate Options Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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