Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Lorna Schneider is a registered representative with HSBC Securities (USA) Inc. with over 25 years of experience in the financial services industry. Patricia has a broad range of experience working with a diverse clientele and focuses on providing financial advice to individuals and families, as well as businesses and institutions. Her expertise includes investment management, retirement planning, and estate planning. Prior to joining HSBC Securities (USA) Inc., Patricia held positions at several other financial institutions, including CCO Investment Services Corp. and Community Investment Services, Inc. Patricia is a dedicated professional with a strong commitment to helping her clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/05/2024 - Present
Hsbc Securities (usa) Inc. (Buffalo NY)
NY
01/06/2011 - 02/20/2014
CCO INVESTMENT SERVICES CORP. (KENMORE NY)
NY
01/29/2001 - 09/03/2010
COMMUNITY INVESTMENT SERVICES, INC. (LOCKPORT NY)
IN
10/28/1997 - 01/16/2001
CONSECO SECURITIES, INC. (CARMEL IN)
NE
03/06/1997 - 07/24/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 06/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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