Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Jeffrey Schneider is a financial advisor with Fidelity Personal and Workplace Advisors. Brandon has been in the financial services industry since November 2020. Brandon holds the Series 7, Series 66 and SIE licenses. Brandon is also a Certified Financial Planner. Brandon is registered with the states of California, Georgia, Illinois, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Brandon's firm is headquartered in Boston, Massachusetts and has over 14,500 employees.
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.
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.
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2
NC
07/24/2021 - Present
Fidelity Personal AND Workplace Advisors (WINSTON-SALEM NC)
NC
02/17/2021 - 06/23/2021
TRUIST INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
VA
11/12/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 12/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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