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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven M. Schneider is a financial advisor at Raymond James & Associates, Inc. based in Greenwich, Connecticut. He has been in the industry since July 1997. Steven has a wide range of experience, having previously worked at Deutsche Bank Securities Inc. and Lehman Brothers Inc. Steven holds multiple professional licenses and designations. He is a registered representative in Connecticut, New York, and other states. Steven specializes in providing financial planning, portfolio management, and other related services to 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.
Please see note in schedule d - miscellaneous
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
CT
06/14/2021 - Present
Raymond James & Associates, Inc. (Greenwich CT)
CT
12/11/2001 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (GREENWICH CT)
NY
07/08/1997 - 12/11/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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