Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Thomas Schaefer is a financial advisor registered with The Colony Group, LLC. Scott has been in the industry since 2019. Scott has a Series 63 license and Series 7 and Series 6 licenses. Scott is also a Certified Financial Planner. Scott has experience working at several firms, including Empower Financial Services, Inc. and Buckingham Strategic Wealth, LLC.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
GA
07/02/2024 - Present
THE Colony Group, LLC (Atlanta GA)
CO
06/07/2019 - 08/31/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 06/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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