Unclaimed
Jaeland L. Schaaf is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jaeland has been in the securities industry since 2023 and has experience with Raymond James & Associates, INC.. Jaeland is licensed in Arkansas, Florida, Illinois, Indiana, Michigan, Minnesota, Ohio, Tennessee, Texas, and Wisconsin. Jaeland holds the Series 66, Series 7TO and SIE licenses. Jaeland specializes in Investment advisory services, Securities, Futures and Commodities, Variable contracts and insurance, Mutual Funds, and Annuities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
01/31/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAGINAW MI)
MI
05/30/2023 - 07/07/2023
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM MI)
BOTH
Issued 10/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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