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John Gary Schaefer is a financial professional with over 40 years of experience in the industry. John Gary Schaefer is currently registered with Cetera Investment Advisers LLC, a firm that provides financial and insurance services. John Gary Schaefer is also the owner of Schaefer Printy Associates, a financial and insurance services firm, and has been involved in various other business ventures. In addition to his extensive industry experience, John Gary Schaefer holds the Chartered Financial Consultant designation and has passed several securities industry exams, including the Series 63, Series 22, Series 6, SIE, and Series 1.
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 1/4/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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