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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Todd Schaefer is an active Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc. John has over 28 years of experience in the financial services industry. John's experience includes previous roles with NATCITY INVESTMENTS, INC., NATCITY INSURANCE SERVICES, INC., FIRST OF AMERICA BROKERAGE SERVICE, INC. and AAL CAPITAL MANAGEMENT CORPORATION. John holds licenses in several states and is also licensed in Texas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
01/24/2023 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
MI
05/17/1999 - 07/31/2008
NATCITY INVESTMENTS, INC. (GRAND RAPIDS MI)
OH
06/05/2001 - 09/05/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
05/24/2000 - 08/22/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
05/20/1998 - 07/22/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
04/09/1996 - 07/22/1998
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
MN
05/17/1994 - 04/12/1996
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 06/09/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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