Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schmehil is a financial advisor registered with The Mather Group, LLC. Brian has been in the financial industry since August 2008. Brian's prior experience includes Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Brian has a Series 7, Series 31, and Series 66 license. Brian has a Certified Financial Planner designation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of total net worth
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2
IL
02/18/2011 - Present
THE Mather Group, LLC (CHICAGO IL)
IL
06/01/2009 - 03/03/2011
MORGAN STANLEY SMITH BARNEY (OAK BROOK IL)
IL
08/21/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OAK BROOK IL)
BOTH
Issued 10/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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