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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Herman Scheffel is a financial advisor with Clearstead Advisory Solutions. Roger Herman Scheffel is registered with the state of North Carolina, Texas, and Virginia. Roger Herman Scheffel has 23 years of experience in the financial services industry. Roger Herman Scheffel works with individual and corporate clients. Roger Herman Scheffel specializes in providing financial planning, investment research, and due diligence, trust administration, and portfolio management. Roger Herman Scheffel is also an Assistant Vice President and Portfolio Manager for Lafayette Advisors, LLC, and is involved in the oversight and operations of the WST Investment Trust.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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.
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.
Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of assets under advisement or flat fee
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VA
04/25/2024 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (Norfolk VA)
VA
05/03/2002 - 09/23/2009
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
MO
01/23/2001 - 05/07/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 05/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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