Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry L Schaefer is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, CO. Barry has been in the industry since 1999, and holds the Series 6, 7, and 63 licenses. Barry was previously with ONE ORCHARD EQUITIES, INC., in Greenwood Village, CO. Barry specializes in Financial Planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
09/15/2000 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
03/12/1999 - 06/26/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 08/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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