Leila Schaefer (CRD# 5734067) is an Investment Advisor Representative working at Mosaic Wealth Strategies LLC in Greenville, SC and has over 11 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mosaic Wealth Strategies, LLC | Columbia, SC | Mar 2016 - Current | 8 |
| Eagle Strategies LLC | Columbia, SC | Sep 2016 - Jan 2018 | 1 |
| Nylife Securities LLC | Columbia, SC | Jul 2016 - Jan 2018 | 1 |
| Nylife Securities LLC | Greenville, SC | Oct 2009 - Mar 2016 | 6 |
| New York Life Insurance Company | Greenville, SC | Oct 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- GA
- SC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
GA, SC
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