Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schaeffer is a financial advisor who has been in the industry since 1992. Michael is currently registered with PFS Investments Inc. Michael has experience with previous firms including AXA Distributors, LLC, VALIC Financial Advisors, INC., SECURITY DISTRIBUTORS, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, CUSO EQUITIES, INC., and UR FINANCIAL, INC. Michael has a strong background in investments and is dedicated to providing clients with personalized financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/23/2023 - Present
PFS Investments Inc. (MISSION VIEJO CA)
NC
05/10/2011 - 01/03/2020
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CA
03/11/2008 - 05/11/2011
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
KS
06/01/2000 - 04/02/2008
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
MA
12/18/1995 - 05/10/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/18/1995 - 05/10/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
AZ
02/03/1993 - 03/30/1995
CUSO EQUITIES, INC. (PHOENIX AZ)
NY
05/02/1990 - 02/11/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 02/11/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
05/10/1989 - 04/25/1990
UR FINANCIAL, INC.
BOTH
Issued 02/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 11/15/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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