Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Schaefer is a financial advisor at Cambridge Investment Research Advisors, Inc. Jefferson has been in the industry since 2023, specializing in financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Jefferson holds Series 7, Series 66, and SIE licenses. Cambridge Investment Research Advisors, Inc. is a full-service investment advisory firm that offers a wide range of financial products and services, including financial planning, investment management, retirement planning, and insurance. The firm is committed to providing personalized service and advice to its clients. Jefferson is a dedicated professional who is committed to helping clients achieve their financial goals.
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
TX
09/18/2023 - Present
Cambridge Investment Research Advisors, Inc. (Pflugerville TX)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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