Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schmitt is a financial advisor at Valic Financial Advisors, Inc., a firm that has been in business since 1959. Brian has been in the financial services industry since September 8, 1995. Brian is licensed to provide advisory services in 51 states. Brian's practice focuses on providing financial planning and portfolio management for individuals. Brian has a large client base, with over 300,000 clients. Brian's practice primarily focuses on high-net-worth individuals and corporations. Brian is also a licensed insurance agent, and is a treasurer for a Home Owners Association.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
IL
10/05/2018 - Present
Valic Financial Advisors, Inc. (CHICAGO IL)
NY
11/28/2005 - 08/18/2006
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
11/28/2005 - 08/18/2006
METROPOLITAN LIFE INSURANCE COMPANY (WILLIAMSVILLE NY)
NY
09/07/1995 - 12/31/2005
CITISTREET EQUITIES LLC (WILLIAMSVILLE NY)
BOTH
Issued 05/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Schmitt is the right advisor for you? Invested Better is here to help.
