Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Schafer is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Michael has been working in the financial industry since 1993 and holds several securities licenses, including Series 7, 6, 63, 65, 9, and 10. Michael is registered with the state of Ohio as an investment advisor representative and has a history of providing financial advice to individuals, businesses, corporations, and charitable organizations. In addition to working at Raymond James Financial Services Advisors, Inc., Michael is also involved in other business activities, including rental real estate and serving as an officer on the board of a condo association.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (WESTLAKE OH)
MO
01/31/2000 - 06/19/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
OH
06/08/1998 - 01/24/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
RI
09/20/1993 - 06/09/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Schafer is the right advisor for you? Invested Better is here to help.
