Unclaimed
Martin Schafer is a financial advisor with The Leaders Group, Inc. Martin has been in the industry since March 11, 2000. Martin has been registered with The Leaders Group, Inc. since February 15, 2023. Martin has a Series 6, 7, 24, and 66 licenses.
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
CO
02/15/2023 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
05/18/2021 - 11/29/2021
P.J. ROBB VARIABLE CORPORATION (WOODLAND HILLS CA)
OH
07/09/2018 - 01/27/2021
JOHN HANCOCK DISTRIBUTORS LLC (CLEVELAND OH)
OH
09/15/2010 - 06/15/2018
SAYBRUS EQUITY SERVICES, INC (COLUMBIA STATION OH)
OH
02/04/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (COLUMBIA STATION OH)
OH
05/31/2005 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (MIDDLEBURG HEIGHTS OH)
OH
01/24/2005 - 05/18/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NJ
07/14/1998 - 01/03/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 01/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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