Unclaimed
John Gary Schaefer is a financial professional with over 40 years of experience in the industry. John is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2013. John has a broad background in financial services, and offers a wide range of services, including financial planning, portfolio management, and insurance. John is dedicated to helping individuals and families 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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (SANDUSKY OH)
OH
05/20/1993 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
10/20/1980 - 05/20/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/07/1976 - 05/20/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure John Schaefer is the right advisor for you? Invested Better is here to help.