Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Benjamin Schaffer is a financial professional with over 30 years of experience in the industry. He is currently registered with Samuel A. Ramirez & Company, Inc., and is a licensed Series 7, Series 63, Series 24, and SIE. Lonnie has previously held positions at C. L. King & Associates, Inc., Balance Sheet Solutions LLC, First Albany Capital Inc., and Printron Kane & Co., L.P. Lonnie has a broad base of knowledge and expertise in the financial services industry, and is committed to providing his clients with personalized advice and guidance.
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.
1
2
NY
10/11/2016 - Present
Samuel A. Ramirez & Company, Inc. (ALBANY NY)
NY
08/04/2008 - 04/04/2016
C. L. KING & ASSOCIATES, INC. (ALBANY NY)
NY
10/30/2006 - 07/22/2008
BALANCE SHEET SOLUTIONS LLC (ALBANY NY)
NY
01/30/1987 - 06/08/2006
FIRST ALBANY CAPITAL INC. (ALBANY NY)
NA
01/23/1985 - 02/18/1987
PRINTON KANE & CO., L.P.
IA
Issued 05/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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