Unclaimed
Brad Joseph Schneider is an investment advisor representative with Good Life Advisors, LLC. Brad has been in the financial services industry since August 2005. Brad is registered with the state of Pennsylvania. Brad has earned the Series 7 and Series 66 securities licenses and holds the Securities Industry Essentials (SIE) exam. Brad specializes in financial planning, educational seminars, portfolio management for individuals and selection of other advisors. Brad is also an investment advisor representative with Good Life Advisors, LLC and is registered with the state of Pennsylvania.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Planning subscription fee
1
2
PA
10/31/2014 - Present
Good Life Advisors, LLC (READING PA)
PA
08/24/2005 - 04/03/2012
AMERIPRISE FINANCIAL SERVICES, INC. (LANCASTER PA)
MN
08/24/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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