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Stephen Paul Shaffer

Oneseven

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About Stephen Paul Shaffer

Stephen Shaffer is an investment advisor representative with Oneseven. Stephen has been in the industry for over 18 years and has experience in the financial services sector. Stephen holds licenses to conduct business in Pennsylvania as an investment advisor representative. Stephen has a Series 6, Series 63 and Series 65 securities license. Stephen is based in Beachwood, OH and also has experience in Pennsylvania. Stephen is a Certified Financial Planner. Stephen previously worked at TRUSTMONT FINANCIAL GROUP, INC. in State College, PA and at CAPITAL ANALYSTS, INCORPORATED in State College, PA.

Firm Information

Stephen Shaffer is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors' fees for referrals to other money managers

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Stephen Shaffer’s Registration & Firm History

OH

04/09/2024 - Present

Oneseven (BEACHWOOD OH)

PA

02/23/2011 - 12/03/2012

TRUSTMONT FINANCIAL GROUP, INC. (STATE COLLEGE PA)

PA

01/27/2005 - 02/22/2011

CAPITAL ANALYSTS, INCORPORATED (STATE COLLEGE PA)

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Licenses & Designations

IA

Issued 10/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Paul Shaffer.
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