Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Emmett Schaffer is a financial advisor with Raymond James & Associates, Inc. Robert has been in the financial industry since 1999. Robert is licensed to provide investment advice in Arizona, California, Connecticut, Florida, Georgia, Hawaii, Illinois, Iowa, Minnesota, New York, North Carolina, Pennsylvania, Tennessee, Texas, Virginia and Wyoming. Robert also has a Series 7, Series 63 and Series 65 license. In addition to Raymond James & Associates, Inc., Robert has previously worked at Morgan Keegan & Company, Inc., Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
04/10/2014 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
09/15/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
10/04/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
03/24/1999 - 10/14/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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