Unclaimed
Michael Schneider is a financial advisor with Lincoln Investment and Capital Analysts. Michael has been in the financial industry for over 10 years and has a strong track record of success in providing financial advice to individuals, businesses, and institutions. Michael is registered with the state of Pennsylvania as a Registered Representative and Investment Advisor Representative. He is also a member of the Financial Industry Regulatory Authority (FINRA). Michael is committed to providing his clients with the highest level of service and expertise.
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.
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.
1
2
PA
03/09/2018 - Present
Lincoln Investment (Horsham PA)
PA
07/27/2015 - 01/25/2016
LINCOLN INVESTMENT (WYNCOTE PA)
BC
Issued 10/26/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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