Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Barry Schneider is a financial professional with over 40 years of experience in the securities industry. Walter Barry Schneider is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous positions with BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., MORGAN STANLEY & CO., INCORPORATED, SALOMON BROTHERS MUNICIPALS INC, SALOMON BROTHERS INC., PRUDENTIAL-BACHE SECURITIES INC., and GOLDMAN, SACHS & CO.. Walter Barry Schneider has a broad range of experience in the securities industry and has a strong understanding of the financial markets. Walter Barry Schneider is committed to providing clients with personalized financial advice and investment solutions that meet their individual needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
06/23/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
09/22/2008 - 07/07/2015
BARCLAYS CAPITAL INC. (HOUSTON TX)
TX
10/31/2003 - 09/22/2008
LEHMAN BROTHERS INC. (HOUSTON TX)
NY
07/05/1995 - 11/07/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
11/10/1992 - 07/27/1995
SALOMON BROTHERS MUNICIPALS INC
NY
01/10/1986 - 07/27/1995
SALOMON BROTHERS INC. (NEW YORK NY)
NA
04/13/1983 - 12/24/1985
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/24/1975 - 04/04/1983
GOLDMAN, SACHS & CO.
IA
Issued 11/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1980
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 01/15/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/30/1990
Series 24 - General Securities Principal Examination
BC
Issued 04/27/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 07/17/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/06/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/27/1977
PC - AMEX Put and Call Exam
BC
Issued 02/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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