Unclaimed
Paul Louis Schneider is a financial advisor with Ameritas Advisory Services, LLC. Paul is registered with the state of Maryland and Virginia and has been in the industry since December 7, 2008. Paul's firm Ameritas Advisory Services, LLC, provides advisory services to a wide range of clients, including individuals, businesses, and charitable organizations. Paul holds the Series 63, Series 7, and SIE licenses. In addition to his role as a financial advisor, Paul is also a Managing Director at Vector Financial Advisors LLC and Vector Recovery Group, LLC dba Vector Analytics. Paul is a Chartered Financial Analyst.
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.
Solicitor fees
1
2
MD
11/01/2021 - Present
Ameritas Advisory Services, LLC (Rockville MD)
BC
Issued 12/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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