Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Frederick Schafer is a financial advisor who has been in the industry for over 30 years. James is registered with Cambridge Investment Research Advisors, Inc. and has been with them since 2014. James has a wide range of experience working with individuals, families, businesses and charitable organizations. James is a Certified Financial Planner™ professional and offers a variety of services including financial planning, portfolio management and retirement planning. James is committed to helping clients reach their financial goals and believes in building long-term relationships with each of his clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
09/02/2014 - Present
Cambridge Investment Research Advisors, Inc. (CHILLICOTHE OH)
OH
12/17/1999 - 06/04/2010
QUESTAR CAPITAL CORPORATION (CINCINNATI OH)
AL
09/25/1997 - 12/17/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
12/23/1993 - 09/08/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
FL
09/29/1989 - 12/31/1991
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
09/20/1988 - 10/07/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 06/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2009
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 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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