Joseph Bernard Schaffer
Professional Summary
Joseph Bernard Schaffer, who also goes by Joe Bernard Schaffer III, Joseph Bernard Schaffer III, was a registered financial advisor. Joseph was a previously registered financial professional and started their career in finance 2005 - 2014. Joseph had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joe Bernard Schaffer Iii, Joseph Bernard Schaffer Iii
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ARCHER DISTRIBUTORS, LLC
Contact Information
Main Address
6100 Chevy Chase Drive, Suite 100, Laurel, MD 20707Mailing Address
6100 Chevy Chase Drive, Suite 100, Laurel, MD 20707Phone Number
(301) 260-1001 EXT 650Established
Delaware since 08/02/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
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.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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