Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Schaffer is a financial advisor with over 20 years of experience in the industry. Rachael is currently registered with Planmember Securities Corp. in Carpinteria, California. Previously, Rachael was registered with Raymond James & Associates, Inc. in Greenwood, Indiana and Fifth Third Securities, Inc. in Indianapolis, Indiana. Rachael has a wide range of experience and specializes in providing financial planning, portfolio management, and investment supervisory services to individuals, businesses, corporations, and charitable organizations.
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.
Provides investment supervisory 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
CA
06/06/2019 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IN
11/11/2013 - 04/05/2018
RAYMOND JAMES & ASSOCIATES, INC. (GREENWOOD IN)
IN
02/04/2008 - 11/15/2013
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
06/21/2007 - 02/04/2008
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IN
01/19/1999 - 09/29/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
KY
02/19/1997 - 03/13/1998
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 10/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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