Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mcallister Schaefer is a financial advisor who has been in the industry since 1997. James is currently registered with Neuberger Berman BD LLC and is licensed in Michigan and New York. James specializes in investment advisory services and has extensive experience in portfolio management.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/01/1997 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NA
10/01/1997 - 09/17/1998
NEUBERGER & BERMAN, LLC
BC
Issued 11/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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