Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Schiffer is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. Chris has over 20 years of experience in the financial services industry and is a Certified Financial Planner. Chris has worked in various capacities for a number of firms including Jefferies & Company, Inc., Credit Suisse Securities (USA) LLC, and Donaldson, Lufkin & Jenrette Securities Corporation. Chris currently works as a Financial Advisor for Wealth Enhancement Advisory Services, LLC which has offices in Plymouth, Minnesota, and Warren, New Jersey.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NJ
10/01/2019 - Present
Wealth Enhancement Advisory Services, LLC (WARREN NJ)
NY
03/28/2006 - 08/12/2011
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
01/17/2003 - 03/29/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
06/11/1997 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 08/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2011
Series 4 - Registered Options Principal Examination
BC
Issued 03/25/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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