Roy A. Schoenfeld, CRPC®

Private Wealth Advisor, Investment Advisor Representative at Lincoln Financial Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Englishtown, New Jersey, United States, JE
Languages
  • English Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Securties Industry Essentials Exam
    FINRA
    Oct, 2018
    - Nov, 2024
  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Mar, 2016
    - Nov, 2024
  • Insurance Liscence, Accident, Health, Life, Variable Life & Variable Annuities
    National Insurance Producer Registry
    Aug, 2012
    - Nov, 2024
  • Series 66 - State Securities Law Exam
    FINRA
    Jul, 2012
    - Nov, 2024
  • Series 7 - General Securties Representative
    FINRA
    Jun, 2012
    - Nov, 2024

Experience

  • Lincoln Financial Advisors
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Advisor, Investment Advisor Representative
      • Jun 2019 - Present

      Roy A. Schoenfeld is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. He is securities licensed in New Jersey and New York. CRN-2845831-112619 Roy A. Schoenfeld is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. He is securities licensed in New Jersey and New York. CRN-2845831-112619

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Advisor, First Vice President
      • Jun 2013 - May 2019

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Financial Advisor
      • Apr 2012 - Jun 2013

Education

  • Pace University
    Master's Degree
    1998 - 2002
  • New York University
    Bachelor's Degree
    1995 - 1996
  • George Washington University
    Bachelor's Degree
    1990 - 1994

Community

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