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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Schaefer is an investment advisor representative with LPL Financial LLC, headquartered in Fort Mill, SC. James has a Series 65, Series 7TO, and SIE license, which allows them to offer investment advice to clients in the State of Florida. James has been involved in the financial services industry since October 2023. James has held positions with Florida Financial Advisors, Countryside Golf and Country Club, Jacksonville Utilities and Management, Palms Presbyterian Church, Adventure Landing, Florida State University, Duncan U Fletcher Highschool, The Bolles School, and LPL FINANCIAL LLC. They also provide other advisory services in addition to financial planning. James can work with a range of client types, including individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
05/28/2024 - Present
LPL Financial LLC (TAMPA FL)
IA
Issued 10/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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