Donald SchreiberCRD Number: 1076885
Current Firm: Wbi Investments, Inc.
Donald Schreiber (CRD# 1076885) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 23 years of experience in the finance industry. Donald Schreiber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fxp Advisory Services
Jersey Shore Portfolio Management, LLC
Oceanic Capital Management LLC
|Absolute Shares Trust||Red Bank, NJ||Jun 2014 - Current||3|
|Millington Securities Inc.||Red Bank, NJ||Dec 2013 - Current||3|
|Hartshorne Group, Inc.||Red Bank, NJ||Apr 2008 - Current||9|
|Advisor Toolbox, Inc.||Red Bank, NJ||Jul 2005 - Current||12|
|Wbi Investments Inc.||Red Bank, NJ||Sep 1984 - Current||32|
|Raymond C. Forbes & Company, Inc.||New York, NY||May 2011 - Jun 2014||3|
|Quasar Distributors, LLC||Milwaukee, WI||Dec 2010 - May 2011||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 1993|
|S63||Uniform Securities State Law Examination||Jun 2015|
Total Assets Under Management3,069MILLIONS
Total Number of Accounts11,686ACCOUNTS
Average Account Value$262,596
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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