Unclaimed
Brian David Schneider is a financial advisor with Cetera Investment Advisers LLC. Brian has been in the financial services industry since January 29, 2013. Brian is registered with the state of Arkansas and Oklahoma. Brian has a Series 7, Series 24 and Series 66 license. Brian also holds the designation of Certified Financial Planner. Brian specializes in portfolio management for individuals and businesses. Brian is a volunteer board member for Mercy Foundation.
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
AR
02/20/2023 - Present
Cetera Investment Advisers LLC (FORT SMITH AR)
OK
01/31/2013 - 03/01/2019
ARVEST WEALTH MANAGEMENT (BARTLESVILLE OK)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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