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Christopher Schaefer is a financial advisor with Mv Capital Management, Inc. Christopher has been in the financial services industry since 2002. Christopher has a Series 7 and a Series 66 license. Christopher is also a Certified Financial Planner. Christopher specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Prior to joining Mv Capital Management, Inc., Christopher worked at Purche Kaplan Sterling Investments and Securian Financial Services, Inc. Christopher is registered with the state of Maryland.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
02/02/2006 - Present
MV Capital Management, Inc. (BETHESDA MD)
MD
05/16/2006 - 12/31/2015
PURSHE KAPLAN STERLING INVESTMENTS (BETHESDA MD)
MD
11/27/2002 - 05/16/2006
SECURIAN FINANCIAL SERVICES, INC. (BETHESDA MD)
BOTH
Issued 12/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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