Shaefer OshefskyCRD Number: 4555978
Current Firm: Harbour Investments, Inc.
Shaefer Oshefsky (CRD# 4555978) is an Investment Advisor Representative working at Harbour Investments, Inc. in Luxemburg, WI and has over 14 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Lpl Financial LLC
Associated Investment Services, Inc.
|Harbour Investments, Inc.||Madison, WI||Jan 2009 - Current||8|
|Oshefsky Financial Services||Green Bay, WI||Jan 2009 - Current||8|
|Title Town Oil||Green Bay, WI||Jan 2009 - Sep 2009||< 1|
|Metlife Financial Services||Appleton, WI||Jul 2002 - Dec 2008||6|
|Metlife Securities Inc.||Appleton, WI||Jul 2002 - Dec 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 2003|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV