Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Schafer is a financial advisor with over 20 years of experience in the industry. Chad is a Certified Financial Planner and currently registered with LPL Financial LLC in Clearwater, Florida. Chad has a wide range of experience including working with INVEST FINANCIAL CORPORATION in Clearwater, Florida and SECURIAN FINANCIAL SERVICES, INC. in Tampa, Florida. Chad is licensed to offer securities and investment advisory services in Florida, Georgia, Kentucky, Louisiana, and Tennessee.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
02/14/2018 - Present
LPL Financial LLC (CLEARWATER FL)
FL
07/21/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (CLEARWATER FL)
FL
06/15/2011 - 07/22/2014
SECURIAN FINANCIAL SERVICES, INC. (TAMPA FL)
FL
04/10/2000 - 10/20/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
BC
Issued 08/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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