Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Carlyle Schaeffer is a financial professional with over 20 years of experience in the industry. Donald is currently registered with BA Securities, LLC, a firm located in W. Conshohocken, PA. Previously, Donald was employed with CBIZ Financial Solutions, INC. and CBIZ Mergers & Acquisitions Group, INC. Donald holds Series 7, 63, 79TO and SIE licenses and is registered in Arizona, Florida, Georgia, Illinois, North Carolina, and Pennsylvania.
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.
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.
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2
PA
01/16/2014 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
GA
07/29/2004 - 12/31/2013
CBIZ FINANCIAL SOLUTIONS, INC. (ATLANTA GA)
IL
06/21/2002 - 07/29/2004
CBIZ MERGERS & ACQUISITIONS GROUP, INC. (CHICAGO IL)
BC
Issued 10/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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