Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaffer? Claim Your ProfileShaffer Charles Sallade is a financial advisor in The Colony, Texas, with over 5 years of experience in the industry. Shaffer Sallade is registered with State Farm Investment Management Corp. in Texas. Shaffer Sallade previously worked with Mutual of Omaha Investor Services, Inc. and NYLIFE Securities LLC. Shaffer Sallade is a licensed investment advisor and holds the Series 63, 65 and SIE licenses. Shaffer Sallade has experience serving clients in the insurance industry.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
TX
01/28/2024 - Present
State Farm Investment Management Corp. (The Colony TX)
IL
06/10/2019 - 04/21/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Bloomington IL)
IL
04/16/2018 - 05/28/2019
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
IA
Issued 07/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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