Talk to sales Try for Free

James Schaefer

Financial Services

1000 followers

Tampa, Florida, United States

Connect with James Schaefer to Send Message

Connect with James Schaefer to Send Message

Timeline
About me
Financial Advisor
Education
- Florida State University
  -
  Bachelor's degree Finance
Experience
- UBS
  May 2022 - Aug 2022
  Financial Services
  • Interned for Hingham Street Partners, a wealth management team that manages over $6.2 billion in assets• Researched and presented a detailed analysis of Chevron Corporation• Conducted two final presentations to the partners of the firm and class of thirty interns • Networked within the firm and met with Portfolio Managers and Financial Advisors to discuss economic trends and market actions
- Florida Financial Advisors
  Jun 2023 - now
  - Financial Advisor
    Oct 2023 - now
  - Junior Financial Consultant
    Jun 2023 - Oct 2023
Licenses & Certifications
- Series 65
  FINRA
  Oct 2023
- Florida Life Insurance 214
  Florida Department of Financial Services
  Sept 2023
- Series 7
  FINRA
  Aug 2024
- Securities Industry Essentials (SIE)
  FINRA
- Series 63
  FINRA
  Sept 2024
Volunteer Experience
- Fundraiser
  Issued by Best Buddies Florida on Aug 2021
  Associated with James Schaefer
- Student Fundraiser
  Issued by Marine Toys for Tots Foundation on Nov 2020
  Associated with James Schaefer
- Participant
  Issued by Dance Marathon at Florida State University on Sept 2020
  Associated with James Schaefer
- Summer Camp Counselor
  Issued by Camp I Am Special on Jun 2013
  Associated with James Schaefer

Recommendations
...