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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Schafer is a financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, Missouri. Robert has over 8 years of experience in the financial services industry. Robert holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. Robert specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Prior to joining Moneta Group Investment Advisors, LLC, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Stifel, Nicolaus & Company, Incorporated.
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.
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.
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MO
08/01/2023 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
09/19/2017 - 07/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRONTENAC MO)
MO
08/11/2015 - 08/25/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 10/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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