Unclaimed
Brady Donald Schneider is a financial advisor in Scottsdale, AZ. Brady has been working in the financial services industry since 2004. Brady is a registered representative of Equitable Advisors, LLC. Brady is also a registered investment advisor. Brady has a Series 7, Series 66, and Series 24 license. Brady is a Registered Investment Advisor. Brady's experience includes working for AXA Advisors, LLC, Chase Investment Services Corp., Equitable Advisors, LLC, and most recently, Equitable.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
AZ
08/15/2022 - Present
Equitable Advisors, LLC (SCOTTSDALE AZ)
AZ
03/14/2007 - 01/24/2022
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
CO
02/21/2006 - 04/18/2006
CHASE INVESTMENT SERVICES CORP. (ANADA CO)
NY
11/26/2002 - 02/21/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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