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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 Schneider is a financial advisor with over 12 years of experience in the financial services industry. Brian is registered with Morgan Stanley and has been with the firm since July 2015. Previously, Brian was employed by Barclays Capital Inc. for four years. Brian holds FINRA Series 3, 7, and 66 licenses and the SIE designation. Brian holds Series 66 registration in Illinois and Texas. Brian's focus is on asset allocation advice, financial planning, and portfolio management for individuals, businesses, investment companies, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
07/13/2015 - Present
Morgan Stanley (Chicago IL)
IL
10/13/2011 - 07/31/2015
BARCLAYS CAPITAL INC. (CHICAGO IL)
BOTH
Issued 10/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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