Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Searle is a financial advisor with Schaefer Financial Management, Inc., headquartered in Centennial, Colorado. Andrea has been in the financial services industry since January 2001 and has a strong background in investment management, financial planning, and retirement planning. Andrea is a Certified Financial Planner and holds Series 63 and 65 licenses.
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.
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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CO
03/24/2005 - Present
Schaefer Financial Management, Inc. (CENTENNIAL CO)
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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