Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schmidt is a financial advisor who has been in the industry for over 15 years. Brian is a Certified Financial Planner™ and holds Series 63, 66, and 7 licenses. Brian Schmidt is currently employed by Hudson Delaware Planning LLC in Clinton Corners, NY. Previously, Brian worked for Ameriprise Financial Services, Inc. in Greenwich, CT and National Financial Services LLC in Jersey City, NJ. Brian is also the Managing Member and President of Redbud Farms LLC, a real estate company. Brian is a Registered Investment Advisor (RIA) in New Jersey and New York and specializes in providing financial planning and educational seminars.
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.
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.
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NY
03/08/2021 - Present
Hudson Delaware Planning LLC (CLINTON CORNERS NY)
CT
06/01/2017 - 07/19/2019
AMERIPRISE FINANCIAL SERVICES, INC. (GREENWICH CT)
NJ
08/15/2005 - 01/10/2008
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
PA
03/04/2004 - 08/22/2005
NF CLEARING, INC. (PHILADELPHIA PA)
BOTH
Issued 06/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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