Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Thomas Schafer is a financial advisor at Fidelity Personal And Workplace Advisors. Ian Schafer has been in the industry since October 2005. He is registered to provide investment advice in 53 states, and he has Series 7, Series 10, Series 9, and Series 66 licenses. Fidelity Personal And Workplace Advisors is a large firm with over $1 trillion in assets under management. They offer a variety of investment products and services, including financial planning, portfolio management, and educational seminars.
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.
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.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WEST JORDAN UT)
UT
09/08/2005 - 07/14/2006
WELLS FARGO INVESTMENTS, LLC (SANDY UT)
BOTH
Issued 11/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Ian Schafer is the right advisor for you? Invested Better is here to help.
