Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schaefer is a financial advisor with over 10 years of experience in the financial services industry. Robert is a Certified Financial Planner™ professional and holds the Series 66, 7TO and SIE licenses. Robert is currently registered with SJS Investment Services and Symphony Financial Services, Inc.. Robert has previously worked at LPL Financial LLC. Robert specializes in providing financial planning, portfolio management, and retirement planning services to individuals, 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.
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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OH
05/17/2024 - Present
SJS Investment Services (SYLVANIA OH)
OH
11/22/2021 - 05/16/2024
LPL FINANCIAL LLC (AKRON OH)
BOTH
Issued 11/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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