Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Nicole Schaffer is a registered representative of Cambridge Investment Research Advisors, Inc. She has been in the industry since 2020. Danielle has Series 7TO and SIE licenses. She is also registered as an Investment Adviser Representative in Ohio. Danielle's background includes working at Eric Brown Inc in Norwalk, OH, and Civista Bank in Sandusky, OH. Danielle also works as an Independent Insurance Agent for various independent insurance companies. She has an advisory relationship with Cambridge Investment Research, Inc. as well as a separate advisory relationship with Legacy Capital Advisors, LLC. Danielle's office is located in Fairfield, IA.
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.
Solicitation fees from 3rd party money managers
1
2
IA
04/20/2021 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
BC
Issued 10/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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