Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Calvin Shaffer is a financial advisor registered with Vanguard Advisers, Inc. Albert Shaffer is based in Plano, TX and has been working in the financial industry since 2022. Albert Shaffer holds the Series 63, Series 7TO and SIE licenses. Albert Shaffer is a Certified Financial Planner and specializes in providing financial planning and investment management services to individuals, businesses, and pooled investment vehicles.
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.
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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TX
01/08/2025 - Present
Vanguard Advisers, Inc. (PLANO TX)
BC
Issued 05/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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