Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Schneiweiss is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since September of 2016. Previously, Brian was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 14 years. Brian is a highly experienced advisor who has worked with a diverse clientele, including individuals, corporations, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/01/2021 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
03/08/2002 - 09/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
01/08/2002 - 01/11/2002
SCHNEIDER SECURITIES, INC. (DENVER CO)
CO
12/01/2000 - 12/21/2001
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
BOTH
Issued 02/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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