Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Chandra Schneider is a financial advisor with over 25 years of experience in the industry. Susan is currently registered with Raymond James & Associates, Inc. and has previously worked with firms such as Morgan Keegan & Company, Inc. and UBS Financial Services Inc.. Susan holds a wide range of licenses and certifications, including Series 7, Series 31, Series 63, and Series 65. Susan specializes in a wide range of services, including Financial Planning, Portfolio Management, Pension Consulting and Educational Seminars.
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
TN
02/13/2013 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
03/15/2012 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
04/27/2011 - 03/12/2012
UBS FINANCIAL SERVICES INC. (ROCHESTER NY)
NY
03/25/2008 - 04/25/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
OH
09/04/1998 - 04/02/2008
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
NY
05/15/1997 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
IA
Issued 11/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1997
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Susan Schneider is the right advisor for you? Invested Better is here to help.
