Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mordechai? Claim Your ProfileMordechai Schnur is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a large brokerage firm. Mordechai has been a registered representative since 2002, working with individuals, businesses, and institutions. Mordechai has a wide range of experience, including experience with investments, mutual funds, and retirement planning. Mordechai has held previous positions at Wells Fargo Clearing Services, LLC, and BNP Paribas Securities Corp.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
11/11/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEDMINSTER NJ)
NJ
04/30/2010 - 11/03/2020
WELLS FARGO CLEARING SERVICES, LLC (BEDMINSTER NJ)
NY
08/14/2002 - 06/19/2008
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 05/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mordechai Schnur is the right advisor for you? Invested Better is here to help.
