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Brian Michael Schofield

Dresner Investment Services, Inc.

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About Brian Michael Schofield

Brian Schofield is a financial professional registered in Illinois. Brian has been in the financial services industry since July 13, 2012. Brian is currently registered with Dresner Investment Services, Inc. and holds the Series 63, Series 79, Series 82TO, and SIE licenses.

Firm Information

Brian Schofield is currently registered with Dresner Investment Services, Inc.. Dresner Investment Services, Inc. is a corporation approved and registered in 10 states. Formed in April 1993, the firm offers a range of investment services.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brian Schofield’s Registration & Firm History

IL

07/13/2012 - Present

Dresner Investment Services, Inc. (CHICAGO IL)

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Licenses & Designations

BC

Issued 06/16/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2018

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Michael Schofield.
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