Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Ray Schafer is a financial advisor with over 19 years of experience in the industry. He is currently registered with LPL Financial LLC, providing financial advice to individuals, families, and businesses. Dennis holds the Series 6, Series 63, and SIE licenses. He is also a registered investment advisor representative in Michigan. Dennis has a proven track record of helping clients achieve their financial goals. He is committed to providing personalized service and building long-term relationships with his clients. Dennis is known for his expertise in financial planning, investment management, and retirement planning.
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.
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MI
07/17/2023 - Present
LPL Financial LLC (ROCHESTER HILLS MI)
MI
05/31/2006 - 07/17/2023
SIGMA FINANCIAL CORPORATION (Rochester MI)
AZ
03/01/2004 - 06/01/2006
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
BC
Issued 03/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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