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Brendan Jay Schafer

Lifemark Securities Corp.

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About Brendan Jay Schafer

Brendan Schafer is a financial advisor who is currently registered with Lifemark Securities Corp. Brendan has been in the financial services industry since November 1989. Brendan holds both Series 6 and Series 63 licenses and the SIE exam. Brendan has experience working with clients in Arizona, Illinois, Indiana, Pennsylvania and Washington. Prior to joining Lifemark Securities Corp., Brendan worked at Foresters Equity Services, Inc., First Heartland Capital, Inc., and Pruco Securities Corporation.

Firm Information

Brendan Schafer is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Brendan Schafer’s Registration & Firm History

IN

10/22/2018 - Present

Lifemark Securities Corp. (Valparaiso IN)

IN

11/27/2006 - 10/19/2018

FORESTERS EQUITY SERVICES, INC. (INDIANAPOLIS IN)

MO

09/27/2002 - 11/13/2002

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

NJ

10/18/1985 - 10/04/2002

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 09/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Brendan Jay Schafer. Review regulatory record here.
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