Unclaimed
Harold C. Schafer is a financial advisor with J.p. Morgan Institutional Investments Inc. Harold joined J.p. Morgan Institutional Investments Inc. on August 20, 2021, after spending seven years at Nationwide Investment Services Corporation. Harold holds the Series 6, Series 26 and SIE licenses and is registered to sell securities in Ohio. Harold's career in the financial services industry spans over seven years.
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.
1
2
OH
08/20/2021 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
07/11/2014 - 08/17/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 07/12/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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