Unclaimed
Scott Anthony Schneider is a financial advisor with Beacon Pointe Advisors, LLC located in Metairie, Louisiana. Scott has been in the financial industry for over 14 years and holds Series 6, 7, 63, and 65 licenses. He also holds the Certified Financial Planner designation. Scott has experience providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Scott is registered with the state of Louisiana as an Investment Advisor Representative. Previously, Scott was registered with Northwestern Mutual Investment Services, LLC, and TIAA-CREF Individual & Institutional Services, LLC.
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.
Consulting services
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.
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2
LA
09/12/2022 - Present
Beacon Pointe Advisors, LLC (Metairie LA)
LA
02/16/2016 - 08/30/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (METAIRIE LA)
LA
10/10/2014 - 01/05/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (METAIRIE LA)
LA
07/14/2008 - 09/17/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (METAIRIE LA)
IA
Issued 05/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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