Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Keith Schneider is a registered representative of LPL Financial LLC and holds a Series 7, Series 6, Series 63, Series 65, Series 8, Series 10, Series 24 and Series 9 license. Michael has been in the financial industry for over 30 years and has a long history with both LPL Financial LLC and PNC Investments. Michael specializes in providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
DE
10/15/2018 - Present
LPL Financial LLC (WILMINGTON DE)
NJ
04/13/2004 - 10/18/2018
PNC INVESTMENTS (PISCATAWAY NJ)
NY
11/15/1994 - 01/09/2004
QUICK & REILLY, INC. (NEW YORK NY)
NA
05/11/1994 - 11/18/1994
UJB DISCOUNT BROKERAGE CO.
NY
10/28/1992 - 02/22/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
04/04/1992 - 08/27/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/13/1989 - 12/21/1990
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 05/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1989
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 12/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/21/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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