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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Douglas Schneider is a financial advisor with over 19 years of experience in the industry. Brian is currently registered with Cetera Investment Advisers LLC and has a branch office in Round Lake, IL. Brian has worked at several firms throughout his career, including VOYA FINANCIAL ADVISORS, INC. and AMERICAN FUNDS & TRUSTS INCORPORATED. Brian's experience includes both investment advisory and brokerage services. Brian is a Series 63, 65 and 7 licensed advisor and also holds the SIE designation. Brian provides financial planning, pension consulting and educational seminars.
ROUND LAKE, IL
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.
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2
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (ROUND LAKE IL)
IL
01/06/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ROUND LAKE IL)
UT
04/19/2004 - 12/14/2004
AMERICAN FUNDS & TRUSTS INCORPORATED (SALT LAKE CITY UT)
IA
Issued 1/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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