Paul SchnitmanCRD Number: 703477
Current Firm: Plan Ahead Financial Management, Inc.
Paul Schnitman (CRD# 703477) is an Investment Advisor Representative working at Plan Ahead Financial Management, Inc. in Abilene, TX and has over 34 years of experience in the finance industry.
Alphastar Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fsc Securities Corporation
|Plan Ahead Financial Management, Inc. (formerly Plan Ahead, Inc)||Abilene, TX||Mar 1992 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
Total Assets Under Management51MILLIONS
Total Number of Accounts68ACCOUNTS
Average Account Value$746,576
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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