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William Joseph Schafer

Eagle Strategies LLC

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About William Joseph Schafer

William Joseph Schafer is a financial advisor with Eagle Strategies LLC in Oxford, Ohio. William has been in the industry since 1989 and has worked with various financial institutions, including PRUCO Securities Corporation and The Prudential Insurance Company of America. William's areas of expertise include individual portfolio management and financial planning, and has experience working with high-net-worth individuals, corporations, and charitable organizations. William is registered in 11 states and holds the Series 6, 63, and SIE licenses.

Firm Information

William Schafer is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

5995 FAIRFIELD ROAD

OXFORD, OH 45056

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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William Schafer’s Registration & Firm History

OH

08/23/2016 - Present

Eagle Strategies LLC (OXFORD OH)

NJ

11/25/1988 - 11/08/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

11/25/1988 - 11/08/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 3/19/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Joseph Schafer. Review regulatory record here.
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