Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn W Shaffer is a financial advisor with Latitude Advisors, LLC and is a registered representative of Royal Alliance Associates, Inc. and has been in the financial services industry for over 30 years. John W Shaffer has offices in East Freedom, PA and Vero Beach, FL and holds Series 6, 22, 62, and 63 licenses. John W Shaffer specializes in providing financial planning and portfolio management services to individuals and businesses. John W Shaffer has an extensive background in insurance and is also a licensed insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
1
2
PA
01/03/2019 - Present
Latitude Advisors, LLC (East Freedom PA)
PA
11/02/2018 - 12/31/2018
ROYAL ALLIANCE ASSOCIATES, INC. (EAST FREEDOM PA)
PA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (EAST FREEDOM PA)
PA
01/09/2006 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (EAST FREEDOM PA)
NJ
04/05/1988 - 01/10/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
BC
Issued 04/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/19/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Shaffer is the right advisor for you? Invested Better is here to help.
