Unclaimed
Craig John Schafer is a financial advisor with over 18 years of experience in the industry. Craig is a Registered Representative and Investment Advisor Representative, holding both Series 6, 7 and 63 licenses. Craig is currently affiliated with Hornor, Townsend & Kent, LLC. Previously, Craig held a similar position with Park Avenue Securities LLC, where he provided financial advice and services. Craig has a broad range of experience in financial planning, portfolio management, and retirement planning, and is well-equipped to help individuals and families achieve their financial goals.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
04/11/2022 - Present
Hornor, Townsend & Kent, LLC (ALLENTOWN PA)
PA
01/26/2006 - 04/19/2013
PARK AVENUE SECURITIES LLC (WHITEHALL PA)
IA
Issued 07/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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