Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schaefer is a financial advisor who has been in the industry for over 13 years. Eric is currently registered with Evermay Wealth Management, LLC and has been with the firm since April 2015. Eric previously worked at Sanders Morris Harris Inc. and Securities Service Network, Inc. Eric holds a Series 7 and Series 66 license and is a Certified Financial Planner. Eric specializes in working with high-net-worth individuals, corporations, 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.
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.
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.
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VA
04/22/2015 - Present
Evermay Wealth Management, LLC (ARLINGTON VA)
VA
08/20/2010 - 08/16/2011
SANDERS MORRIS HARRIS INC. (ALEXANDRIA VA)
CT
12/18/2009 - 08/02/2010
SECURITIES SERVICE NETWORK, INC. (GLASTONBURY CT)
BOTH
Issued 03/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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