Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael D. Schneider is a financial advisor with over 17 years of experience in the financial services industry. Michael has a strong background in trading and a wide range of experience in various financial institutions. Michael is currently registered with Oppenheimer & Co. Inc. and previously held positions with Deutsche Bank Securities Inc., Barclays Capital Inc. and Lehman Brothers Inc. Michael holds licenses for Series 7, 3, 55, 57TO, and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
1
2
NY
03/04/2014 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/05/2012 - 02/14/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/22/2008 - 06/27/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/28/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 03/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/21/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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