Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Wayne Schaeffer is a financial advisor with over 38 years of experience in the industry. Richard is a Certified Financial Planner® and has held several leadership positions within the financial services industry. Richard currently holds Series 7, Series 63, and Series 65 licenses, and is registered with Schaeffer Financial LLC and is based in Rockville, MD. In addition to securities, Richard is also licensed to sell insurance in Maryland, which includes life, health, long-term care, disability, and variable annuity insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Negotiated rates based on est. time spent on specific project
1
2
MD
08/19/2011 - Present
Schaeffer Financial LLC (ROCKVILLE MD)
NA
11/02/1988 - 04/10/1989
CAREY JAMISON & COMPANY
NY
03/30/1987 - 10/31/1988
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
02/04/1986 - 03/30/1987
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
01/07/1984 - 08/12/1985
FSC SECURITIES CORPORATION
IA
Issued 02/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Schaeffer is the right advisor for you? Invested Better is here to help.
