Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Schaeffer is a registered investment advisor representative at Schaeffer Financial & Tax, LLC. Brad has been in the industry since 2017 and holds a Series 65 license. Brad is a financial planner who specializes in portfolio management for individuals and provides financial planning services to clients.
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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PA
08/29/2017 - Present
Schaeffer Financial & TAX, LLC (Easton PA)
IA
Issued 03/22/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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