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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Myron Schneider is a registered investment advisor representative with D.A. Davidson & Co., based in Omaha, NE. Bryan is a highly experienced professional in the financial industry, having started his career in 1996. He has extensive experience with a wide range of financial products and services, including financial planning, portfolio management, and pension consulting. Bryan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He is dedicated to building long-lasting relationships with his clients based on trust and integrity.
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.
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NE
10/04/2018 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
11/15/1996 - 07/25/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
IA
Issued 10/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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