Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard E. Schneider is a financial advisor at Oppenheimer & Co. Inc. with over 20 years of experience in the financial services industry. He is licensed to provide investment advice and trade securities in Massachusetts, New Hampshire, and New York. Richard is a Series 7, 66, 55, and SIE licensed representative. His specializations include equities, fixed income, mutual funds, options, and ETFs. Previously Richard worked at FBR Capital Markets & Co. and Fidelity Brokerage Services LLC in Boston.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
02/14/2011 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
MA
08/22/2006 - 08/06/2010
FBR CAPITAL MARKETS & CO. (BOSTON MA)
MA
11/13/2001 - 08/23/2006
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 12/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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