Unclaimed
Andrew James Schaetzke is a financial advisor and investment advisor representative associated with SJS Investment Services. Andrew has been working in the financial services industry since December of 2012 and has been associated with SJS Investment Services since September of 2014. He has a Series 66 license and a Series 7 license. He is also a Certified Financial Planner. Andrew focuses on providing financial planning and portfolio management services to individuals, corporations, 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.
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.
1
2
OH
09/26/2014 - Present
SJS Investment Services (SYLVANIA OH)
DC
12/22/2012 - 04/29/2013
MORGAN STANLEY (WASHINGTON DC)
BOTH
Issued 01/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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