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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilie? Claim Your ProfileEmilie Hanna Schaffer is an investment advisor representative with The Colony Group, LLC. Emilie has been in the financial industry for over 15 years. She is a Series 7 and Series 31 licensed professional and also holds a Series 66 license. Emilie has previously worked for Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Emilie is currently registered as an investment advisor in Missouri and Texas. Emilie specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
08/19/2024 - Present
THE Colony Group, LLC (BOSTON MA)
MO
08/15/2008 - 07/29/2010
CHARLES SCHWAB & CO., INC. (CLAYTON MO)
MO
08/12/2005 - 08/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
NY
08/02/2004 - 08/17/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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