Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Evan Schaffer is an investment advisor representative registered with RMR Wealth Builders, Inc. Tim has over 20 years of experience in the financial services industry, specializing in investment advisory services and financial planning. Tim is a highly experienced and knowledgeable financial professional, and is dedicated to helping clients achieve their financial goals. Tim Evan Schaffer is a dedicated and experienced financial professional, committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
02/11/2025 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
FL
01/02/2015 - 05/31/2023
CALTON & ASSOCIATES, INC. (Doral FL)
FL
03/05/2008 - 01/09/2015
WOODBURY FINANCIAL SERVICES, INC. (DORAL FL)
FL
10/12/2007 - 03/13/2008
PARK AVENUE SECURITIES LLC (MIAMI FL)
FL
12/19/2003 - 10/10/2007
PARK AVENUE SECURITIES LLC (CORAL GABLES FL)
AZ
06/17/1999 - 12/17/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
05/03/1999 - 06/15/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/26/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
09/01/1995 - 01/06/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 05/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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