Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Schaefer is an investment advisor representative with Clearbridge Investments, LLC, located in New York, NY. Shawn has been in the industry since August 2003. Shawn is registered with the state of Michigan as an investment advisor representative. Clearbridge Investments, LLC offers investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides portfolio management for investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/24/2010 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NY
08/21/2003 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 06/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shawn Schaefer is the right advisor for you? Invested Better is here to help.
