Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore David Schneider is an Investment Advisor Representative associated with Cerity Partners LLC. Theodore has been working in the financial services industry since January 2013 and is licensed in New Jersey. Theodore is a Chartered Financial Analyst and has a Series 65 license. Theodore's current registrations are with Cerity Partners LLC. Theodore's specialties include Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Selection of Other Advisers. Theodore has experience working with High Net Worth Individuals, Individuals Other Than High Net Worth, Pension And Profit Sharing Plans, Corporations Or Other Businesses, Charitable Organizations, and Pooled Investment Vehicles.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
12/05/2022 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Theodore Schneider is the right advisor for you? Invested Better is here to help.
