Tiffany ScheferCRD Number: 6727613
Current Firm: Equitable Advisors, LLC
Tiffany Schefer (CRD# 6727613) is an Investment Advisor Representative working at Equitable Advisors, LLC in Miami, FL and has over 3 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Equitable Advisors, LLC||New York, NY||Nov 2016 - Current||5|
|Axa Advisors, LLC||New York, NY||Nov 2016 - Jun 2020||3|
|Unemployed||Miami, FL||Jun 2016 - Nov 2016||< 1|
|Florida State University||Tallahassee, FL||Aug 2012 - May 2016||3|
|Capri Farms||Homestead, FL||May 2013 - Aug 2013||< 1|
|Miami Lakes Senior High||Miami, FL||Aug 2008 - Jul 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management26,008MILLIONS
Total Number of Accounts66,790ACCOUNTS
Average Account Value$389,399
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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