Rene Christine Schaefer
Professional Summary
Rene Christine Schaefer, who also goes by Rene Christine Neitman, Rene Christine Schaefer-graf, was a registered financial advisor. Rene was a previously registered financial professional and started their career in finance 2000 - 2017. Rene had worked at 4 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rene Christine Neitman, Rene Christine Schaefer-Graf
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
27 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
SVA PLUMB TRUST COMPANY, LLC | SVA WEALTH MANAGEMENT, LLC | SVA PLUMB WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1221 John Q Hammons Drive, Madison, WI 53717-4966Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1999About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2000About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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