Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew James Schaetzke

SJS Investment Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew James Schaetzke

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.

Firm Information

Andrew Schaetzke is currently registered with SJS Investment Services. SJS Investment Services is an investment advisory firm located in Sylvania, OH. Founded in 2007, the firm provides a variety of services, including financial planning, portfolio management for individuals and businesses, and investment advice for a range of clients. SJS Investment Services manages over $2.2 billion in assets for individuals, families, businesses, and institutions. The firm is registered with the SEC and has a team of 17 investment advisor representatives and 4 licensed agents.
SJS Investment Services

6711 MONROE ST.

SYLVANIA, OH 43560

$2.24B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Schaetzke’s Registration & Firm History

OH

09/26/2014 - Present

SJS Investment Services (SYLVANIA OH)

DC

12/22/2012 - 04/29/2013

MORGAN STANLEY (WASHINGTON DC)

Not sure if Andrew James Schaetzke is right for you?

Licenses & Designations

BOTH

Issued 01/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew James Schaetzke.
Not sure if Andrew James Schaetzke is right for you?