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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 Schweder is a financial advisor with Souders Financial Advisors, LLC in Cincinnati, Ohio. Brian has been in the industry since June 1998 and has a broad range of experience working with individuals, families, and businesses. Brian specializes in providing comprehensive financial planning, investment management, and retirement planning. Souders Financial Advisors, LLC offers a wide range of services to meet the needs of its clients, including investment management, financial planning, retirement planning, and insurance.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/01/2023 - Present
Souders Financial Advisors, LLC (Cincinnati OH)
OH
07/31/2012 - 06/06/2018
LPL FINANCIAL LLC (CINCINNATI OH)
OH
05/31/2003 - 07/31/2012
NATIONAL PLANNING CORPORATION (CINCINNATI OH)
CA
01/02/2002 - 06/03/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/22/1998 - 12/31/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BOTH
Issued 06/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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