linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Joseph Schafer

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Joseph Schafer

David Schafer is a financial professional with over 30 years of experience in the industry. David is currently a registered representative of PNC Investments. David has held previous roles with NatCity Investments, Inc. and KeyBanc Capital Markets Inc. David's primary registration is with the state of Ohio. David's specializations include retirement planning, college savings plans and estate planning. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

David Schafer is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Schafer’s Registration & Firm History

OH

11/13/2009 - Present

PNC Investments (CLEVELAND OH)

OH

08/26/2009 - 11/13/2009

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

02/14/1986 - 08/08/2008

KEYBANC CAPITAL MARKETS INC. (BROOKLYN OH)

Not sure if David Joseph Schafer is right for you?

Licenses & Designations

BC

Issued 01/29/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2000

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/25/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Joseph Schafer.
Not sure if David Joseph Schafer is right for you?