Tiffany M. Schefer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Tiffany Marie Schefer, who also goes by Tiffany Marie Chin, Tiffany Schefer, was a registered financial professional .
Tiffany is a previously registered financial professional and started their career in finance in 2017. Tiffany had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 21, 2022 - February 22, 2024
ENTELEVEST, LLC
May 14, 2018 - February 9, 2022
EQUITABLE ADVISORS, LLC
June 28, 2017 - February 9, 2022
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
ENTELEVEST, LLC
CRD#: 318115 / SEC#: 801-132186
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ENTELEVEST, LLC
CRD#: 318115 / SEC#: 801-132186
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 248 |
| AUM (Assets Under Management) | $ 110,255,841 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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