Unclaimed
Daryl Robert Schafer is a financial advisor with over 20 years of experience in the industry. Daryl is registered with LPL Financial LLC and has a Series 7, Series 63, and Series 66 license. Daryl also holds a SIE license. Daryl has a strong track record of providing comprehensive financial planning services to individuals, families, and businesses. Daryl is committed to providing his clients with personalized financial advice that meets their unique needs and goals. Prior to joining LPL Financial LLC, Daryl worked at MUTUAL SERVICE CORPORATION and FFP SECURITIES, INC.
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.
Consulting and other non-discretionary advisory services
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
PA
03/09/2017 - Present
LPL Financial LLC (BOALSBURG PA)
PA
04/02/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (BOALSBURG PA)
PA
12/06/2001 - 04/14/2008
FFP SECURITIES, INC. (STATE COLLEGE PA)
BOTH
Issued 03/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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