Unclaimed
Schneyder Metellus is a financial advisor with Morgan Stanley. Schneyder has been in the industry since December 2021 and is licensed to sell securities in multiple states, including Maryland, Pennsylvania, and Virginia. Schneyder holds the Series 66, Series 10, Series 9, Series 7TO, and SIE licenses. Schneyder specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
05/31/2023 - Present
Morgan Stanley (PURCHASE NY)
BOTH
Issued 03/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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