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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Schaefer is a financial advisor with Oppenheimer & Co. Inc. located in Monroeville, Pennsylvania. Steven has been in the financial industry since September 1991. Prior to joining Oppenheimer & Co. Inc., Steven was a financial advisor at PNC INVESTMENTS in Allison Park, Pennsylvania. Steven has a broad range of experience in the financial services 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.
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.
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.
Earned based on transactions or products sold.
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.
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2
PA
08/20/2024 - Present
Oppenheimer & Co. Inc. (MONROEVILLE PA)
PA
12/05/2007 - 08/23/2024
PNC INVESTMENTS (ALLISON PARK PA)
OH
04/07/2004 - 06/12/2007
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NJ
02/15/2002 - 04/22/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
KY
04/21/1999 - 02/20/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/01/1994 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
02/12/1993 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
MN
05/01/1992 - 02/01/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
04/02/1991 - 01/19/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/02/1991 - 01/19/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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