Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Schaeffer is a financial professional with over 40 years of experience in the industry. Gregory is a Registered Representative of Coordinated Capital Securities, Inc., and has been with the firm since September 1990. Gregory's career has taken him through several other firms, including Equity Services, Inc., Decade Securities Corp., Askar Corp., The Prudential Insurance Company of America, and Pruco Securities Corporation. Gregory holds Series 6, 7, 24, 63, 99TO and SIE licenses and has a strong background in financial planning, investment management, and insurance. Gregory provides financial advice to individuals, businesses, and trusts, specializing in retirement planning, college savings, and estate planning. Gregory is committed to providing clients with personalized advice and strategies to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
09/17/1990 - Present
Coordinated Capital Securities, Inc. (KENOSHA WI)
VT
03/02/1999 - 12/31/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
WI
09/22/1987 - 09/25/1990
DECADE SECURITIES CORP. (BROOKFIELD WI)
NA
07/29/1985 - 09/30/1987
ASKAR CORP.
NA
06/21/1982 - 05/21/1984
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
02/21/1982 - 05/21/1984
PRUCO SECURITIES CORPORATION
BC
Issued 12/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2003
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 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Schaeffer is the right advisor for you? Invested Better is here to help.
