Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Howard Schaffer is an investment advisor representative at Captrust. Paul has been in the financial industry since 1986. Paul has a strong track record of success in providing financial advice to individuals, families, and businesses. Paul is also a Registered Investment Advisor. Paul is committed to helping clients achieve their financial goals and can assist with financial planning, pension consulting, portfolio management, and other financial services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/09/2015 - Present
Captrust (DOYLESTOWN PA)
PA
07/18/2000 - 01/23/2007
LINSCO/PRIVATE LEDGER CORP. (DOYLESTOWN PA)
MN
03/08/1994 - 08/04/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
03/18/1986 - 03/22/1994
MONY SECURITIES CORP. (NEW YORK NY)
NY
02/14/1986 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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