Steven Schaefer

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About Steven Schaefer

Steven Schaefer is a Senior Director-Investments and Financial Advisor with Oppenheimer & Co. Inc. in Pittsburgh, Pennsylvania. With more than three decades of experience in the financial services industry, he works with individuals, families, corporate executives, and businesses to align investment and insurance strategies with each client's goals. He holds FINRA series 7, 63, and 65 securities registrations and is licensed to do business in numerous states across the country.

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General Information

CRD#

2125180

Firm CRD#

Name of Broker/Dealer

Oppenheimer & Co. Inc.

States Licensed in

AZ,CA,CT,DC,FL,IL,IN,MD,ME,MI,MN,MS,NC,NE,NJ,NM,NY,OH,OR,PA,RI,SC,VA,WV,WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Oppenheimer & Co. Inc. - Senior Director-Investments / Financial Advisor (August 2024-Present) PNC Investments - Financial Advisor (October 2013-August 2024)

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Investment Advice & Management, Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Registered Representative

Investment Advisor Representative

Qualifications & Membership

Securities Licenses

Series 63, Series 7, Series 65

Insurance and Annuity Licenses

Variable Life, Variable Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894199/paladinregistry-Oppenheimer-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Oppenheimer