linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Joseph Schneider

Money Concepts Capital Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Joseph Schneider

Thomas Joseph Schneider is a financial advisor with over 29 years of experience in the financial services industry. Thomas is currently registered with Money Concepts Capital Corp. in Farmington, CT. Thomas is also registered with the Securities Industry and Financial Markets Association (FINRA). Thomas has a wide range of experience and specializes in providing financial advice to individuals, businesses, and retirement plans. Thomas is a Certified Financial Planner™ professional.

Firm Information

Thomas Schneider is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

general consulting services

General consulting services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Schneider’s Registration & Firm History

CT

04/29/2024 - Present

Money Concepts Capital Corp. (FARMINGTON CT)

NJ

02/28/1994 - 04/23/1996

INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)

Not sure if Thomas Joseph Schneider is right for you?

Licenses & Designations

BC

Issued 08/08/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/06/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Joseph Schneider.
Not sure if Thomas Joseph Schneider is right for you?