Steven Schaefer

Oppenheimer

1501 Reedsdale St, Cardello Building
Suite 105

Pittsburgh, PA 15233

724-321-0058

About Oppenheimer

As an Oppenheimer Financial Professional I align each client's unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process that leads to a true understanding of each client's specific situation, time horizon, and risk tolerance. I focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.

See Disclosures

General Information

Firm Start Year

CRD#

2125180

Firm CRD#

249

Name of Broker/Dealer

Oppenheimer & Co. Inc.

States Licensed in

AZ,CA,CT,DC,FL,IL,IN,MD,ME,MI,MN,MS,NC,NE,NJ,NM,NY,OH,OR,PA,RI,SC,VA,WV,WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Oppenheimer & Co. Inc. - Senior Director-Investments / Financial Advisor (August 2024-Present) PNC Investments - Financial Advisor (October 2013-August 2024)

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Investment Advice & Management, Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Services

Investment Types

Bonds, Options & Futures, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Insurance, Annuities

Can meet clients in the following ways

Email, Phone, Our Office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Qualifications & Membership

Securities Licenses

Series 63, Series 7, Series 65

Insurance and Annuity Licenses

Variable Life, Variable Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions, Based on Assets

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1894199/retirementplanning-Oppenheimer-detailed-disclosure.html

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