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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 Michael Schultz is a financial advisor at Pinnacle Investments, LLC in East Syracuse, NY. Brian has been a registered representative for 26 years. Brian is also a registered investment advisor representative. Brian has a total of 2938 clients and manages over $1 billion in assets. Brian holds the Series 7, Series 24, Series 4, Series 52TO, Series 53, Series 63, and Series 66 licenses. Brian also holds the SIE exam. Brian provides financial planning, educational seminars, and selection of other advisors services to his clients. Brian specializes in individual and business clients.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
04/22/2021 - Present
Pinnacle Investments, LLC (East Syracuse NY)
NY
12/13/2012 - 04/06/2021
LPL FINANCIAL LLC (EAST SYRACUSE NY)
NY
08/01/1997 - 12/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (EAST SYRACUSE NY)
MN
08/01/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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