Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Henry Scheffler is a financial advisor with Osaic Wealth, Inc. in Stevensville, MI. Herbert has over 27 years of experience in the financial services industry. Herbert specializes in providing financial planning, investment management, and insurance services to a range of clients, including individuals, families, businesses, and retirement plans. Herbert holds a Series 7, Series 31, Series 63, and Series 65 licenses. Herbert also has a Series 79TO license. Herbert is registered with the state of Michigan, Texas, Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Indiana, Ohio, and Wisconsin.
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.
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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2
MI
08/02/2023 - Present
Osaic Wealth, Inc. (STEVENSVILLE MI)
MI
12/12/2014 - 06/22/2020
LPL FINANCIAL LLC (COLOMA MI)
TX
04/02/2012 - 12/16/2014
OPPENHEIMER & CO. INC. (AUSTIN TX)
TX
09/29/2006 - 04/04/2012
MORGAN KEEGAN & COMPANY, INC. (AUSTIN TX)
MI
05/20/1998 - 10/27/2006
J.J.B. HILLIARD, W.L. LYONS, INC. (ST. JOSEPH MI)
MI
11/01/1996 - 05/21/1998
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
05/22/1995 - 10/04/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
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 09/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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