Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Schafer is a financial advisor with The Leaders Group, Inc. Joe is registered with the Financial Industry Regulatory Authority (FINRA) and has been active in the financial industry since 2014. Joe has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Joe is registered in Colorado. Prior to joining The Leaders Group, Inc., Joe worked at VOYA FINANCIAL ADVISORS, INC., and DIRECTED SERVICES LLC.
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.
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.
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2
CO
09/16/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
IA
04/21/2016 - 09/27/2019
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
06/25/2013 - 04/21/2016
DIRECTED SERVICES LLC (DES MOINES IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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