Unclaimed
Bryan Schnabolk is a financial advisor with over 20 years of experience in the industry. Bryan has held various roles at a number of firms, including LinkBrokers Derivatives Corporation, Refco Securities, LLC, King Financial Services, Inc., Monarch Financial Corporation of America, World Financial Services, Inc., Mayer & Schweitzer, Inc., Fleet Securities, Inc., Nash, Weiss & Co. and now J.P. Morgan Securities LLC. Bryan is a licensed securities agent and has passed the Series 3, 7, 24, 55, and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/22/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
02/16/2005 - 04/23/2009
LINKBROKERS DERIVATIVES CORPORATION (JERSEY CITY NJ)
NY
03/26/2004 - 02/03/2005
REFCO SECURITIES, LLC (NEW YORK NY)
NJ
12/17/2003 - 03/19/2004
KING FINANCIAL SERVICES, INC. (EDISON NJ)
NY
07/01/1999 - 12/08/2003
MONARCH FINANCIAL CORPORATION OF AMERICA (NEW YORK NY)
NY
09/10/2002 - 10/01/2003
WORLD FINANCIAL SERVICES, INC. (NEW YORK NY)
CT
04/03/1998 - 12/01/1998
MAYER & SCHWEITZER, INC. (STAMFORD CT)
TX
02/02/1998 - 03/17/1998
FLEET SECURITIES, INC. (DALLAS TX)
NJ
10/14/1997 - 02/02/1998
NASH, WEISS & CO. (JERSEY CITY NJ)
NJ
03/25/1996 - 10/14/1997
NASH, WEISS & CO. (JERSEY CITY NJ)
BC
Issued 06/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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