Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Walter Schaefer is a financial advisor with LPL Financial LLC. Paul is a Certified Financial Planner with over 30 years of experience in the financial services industry. Paul is committed to helping clients achieve their financial goals, and he is well-versed in a variety of financial planning topics. Paul's previous experience includes roles with CUNA Brokerage Services, Inc., MONY Securities Corp., and The Mutual Life Insurance Company of New York. Paul holds Series 6, 7, 63 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
IN
05/18/2022 - Present
LPL Financial LLC (PLYMOUTH IN)
IN
09/07/1995 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (SOUTH BEND IN)
NY
05/29/1990 - 10/06/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
05/29/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BOTH
Issued 01/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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