Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Andrew Schulze is a financial advisor who has been in the industry since 2018. Brian is currently registered with Vntr Securities LLC. Brian has previously been registered with Carta Securities, LLC and B. Riley & Co., LLC. Brian is registered in 14 states including Arizona, California, Colorado, Connecticut, Florida, Massachusetts, Nevada, New Jersey, New York, Oregon, Pennsylvania, Texas, Utah and Virginia.
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.
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.
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CA
07/26/2019 - Present
Vntr Securities LLC (San Francisco CA)
CA
11/06/2018 - 07/25/2019
CARTA SECURITIES, LLC (SAN FRANCISCO CA)
CA
07/11/2016 - 02/10/2017
B. RILEY & CO., LLC (SAN FRANCISCO CA)
BC
Issued 08/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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