Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Schneider is a financial professional with over 29 years of experience in the industry. Nathaniel is currently registered with Osaic Wealth, Inc., based in Tarrytown, NY. Nathaniel has a broad range of experience, having previously worked for firms such as Securities America, Inc., National Planning Corporation, Royal Alliance Associates, Inc., and Investment Advisors & Consultants, Inc. Nathaniel's expertise and experience make him a valuable resource for clients seeking financial guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (TARRYTOWN NY)
NY
11/02/2017 - 06/14/2024
SECURITIES AMERICA, INC. (TARRYTOWN NY)
NY
01/02/2008 - 11/10/2017
NATIONAL PLANNING CORPORATION (TARRYTOWN NY)
AZ
12/01/2006 - 12/31/2007
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
01/04/1999 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (TARRYTOWN NY)
FL
09/26/1994 - 01/05/1999
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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