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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Schneider is a financial advisor with over 20 years of experience in the industry. Richard currently works with Voya Financial Advisors, Inc. in Des Moines, Iowa, and previously worked with other firms including ICMA-RC Services, LLC, Raymond James & Associates, Inc. and VALIC Financial Advisors, Inc.. Richard provides financial planning, educational seminars, selection of other advisers and portfolio management services to individuals, high net worth individuals, corporations or other businesses and charitable organizations. Richard has passed the Series 6, 7, 63 and 65 exams and also the Securities Industry Essentials Exam (SIE).
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
11/10/2015 - Present
Voya Financial Advisors, Inc. (DES MOINES IA)
IL
05/08/2006 - 07/15/2015
ICMA-RC SERVICES, LLC (LIBERTYVILLE IL)
FL
09/08/2004 - 03/03/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
03/02/2000 - 10/10/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/23/1998 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 01/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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