Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schaefer is a financial advisor at TLG Advisors, Inc., with over 30 years of experience in the industry. Brian is a registered representative with FINRA and holds a Series 7, Series 24, Series 3, Series 63 and Series 65. Brian's specializations include Retirement Planning, College Savings Plans, Estate Planning, Life Insurance, and Long-Term Care. Brian is also a licensed insurance professional.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
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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2
CO
01/02/2025 - Present
TLG Advisors, Inc. (LITTLETON CO)
FL
12/01/2006 - 12/18/2015
QUESTAR CAPITAL CORPORATION (ORLANDO FL)
FL
05/24/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (ORLANDO FL)
IL
01/01/2004 - 05/05/2005
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
08/12/2003 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
04/20/2000 - 08/28/2003
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
VA
12/01/1997 - 04/20/2000
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
07/23/1992 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NA
05/22/1990 - 08/29/1990
F.N. WOLF & CO., INC.
IA
Issued 11/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1991
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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