Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Lyn Schaaf is an investment advisor representative registered with Bankers Life Advisory Services, Inc. Roberta Lyn Schaaf is also a registered representative of Bankers Life Securities, Inc. Her firm primarily manages assets for high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm also provides financial planning and investment management services. Roberta Lyn Schaaf has been with Bankers Life & Casualty, Inc. since March 2004 and Bankers Life Securities, Inc. since June 2024.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
PA
12/06/2024 - Present
Bankers Life Advisory Services, Inc. (Erie PA)
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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