Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Godfrey, IL 62035
Credentials
Series 63, Series 65
Industry experience
8 years
Terri Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc. in Godfrey, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked exclusively with Raymond James since 2016. Schneider also serves as an independent contractor financial advisor with Claywell Asset Management and Embark Wealth Partners, and she is involved in succession planning through ownership of JEN Holdings, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations developed through detailed client risk profiling and supported by firm research and outside managers.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
5213 Mae Drive, Suite A
Godfrey, IL 62035
Illinois · Texas
Raymond James Financial Services Advisors INC.
2019 - Present (7 years)
Raymond james Financial Services, Inc.
2019 - Present (7 years)
Raymond james Financial Services, Inc.
2017 - 2019 (2 years)
Raymond james Financial Services, Inc.
2016 - 2017 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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