Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Schaeffer is a registered representative and investment advisor representative with Stifel Independent Advisors, LLC. Charles is licensed to sell securities in 51 states and the District of Columbia. He is a Series 7 and Series 63 licensed professional. Charles has been in the financial services industry since 2018 and is a graduate of Truman State University. He has a wide range of experience in financial planning, portfolio management, and pension consulting. Charles is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals. He also provides educational seminars to help clients learn more about their financial options. Charles is based in St. Louis, Missouri.
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.
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.
1
2
MO
12/10/2024 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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