Rachael Schaffer (CRD# 2740947) is an Investment Advisor Representative working at Planmember Securities Corporation in Northport, AL and has over 27 years of experience in the finance industry.
CRD# 4799781
Ameriprise Financial Services, LLC
CRD# 5461307
Osaic Wealth, Inc.
CRD# 5533578
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Jun 2019 - Current | 4 |
| Innovative Financial Solutions | Northport, AL | Jun 2019 - Current | 4 |
| Chico's Fas / White House Black Market | Tuscaloosa, AL | Nov 2018 - Dec 2022 | 4 |
| State Farm Insurance | Northport, AL | Oct 2018 - Jun 2019 | < 1 |
| Na - Unemployed | Northport, AL | Mar 2018 - Oct 2018 | < 1 |
| Raymond James & Associates, Inc. | Greenwood, IN | Nov 2013 - Mar 2018 | 4 |
| Finra Arbitrator | Indianapolis, IN | May 2016 - Jul 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- AL
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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