Roger Scheffel

Roger Scheffel Email and Phone Number

Senior Managing Director @ Clearstead Advisory Solutions
Norfolk, VA, US
Roger Scheffel's Location
Norfolk, Virginia, United States, United States
Roger Scheffel's Contact Details

Roger Scheffel personal email

n/a
About Roger Scheffel

"The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services".

Roger Scheffel's Current Company Details
Clearstead Advisory Solutions

Clearstead Advisory Solutions

View
Senior Managing Director
Norfolk, VA, US
Roger Scheffel Work Experience Details
  • Clearstead Advisory Solutions
    Senior Managing Director
    Clearstead Advisory Solutions
    Norfolk, Va, Us
    View
  • Clearstead Advisory Solutions
    Senior Managing Director
    Clearstead Advisory Solutions Mar 2024 - Present
    Norfolk, Virginia, Us
    View
  • Clearstead Advisory Solutions
    Portfolio Manager
    Clearstead Advisory Solutions Sep 2009 - Apr 2024
    Norfolk, Virginia, Us
    View
  • Ubs Financial Services
    Financial Advisor
    Ubs Financial Services Feb 2003 - Nov 2009
    Zurich, Ch
    Financial Planning and Investment Services
    View
  • Wachovia
    Vice President
    Wachovia 1997 - 2003
    San Francisco, California, Us
    Private Bank
    View
  • E & Y
    Senior Manager
    E & Y 1994 - 1997
    London, Gb
    Estate Planning Business Valuation
    View

Roger Scheffel Skills

Investments Retirement Planning Portfolio Management Strategic Financial Planning Estate Planning Financial Services Alternative Investments Asset Allocation Asset Management Finance Mergers And Acquisitions Mutual Funds Strategy Series 7 Wealth Management

Roger Scheffel Education Details

  • St. Mary'S University
    St. Mary'S University
    Accounting
  • Marion
    Marion

Frequently Asked Questions about Roger Scheffel

What company does Roger Scheffel work for?

Roger Scheffel works for Clearstead Advisory Solutions

What is Roger Scheffel's role at the current company?

Roger Scheffel's current role is Senior Managing Director.

What is Roger Scheffel's email address?

Roger Scheffel's email address is ro****@****cox.net

What is Roger Scheffel's direct phone number?

Roger Scheffel's direct phone number is +175762*****

What schools did Roger Scheffel attend?

Roger Scheffel attended St. Mary's University, Marion.

What are some of Roger Scheffel's interests?

Roger Scheffel has interest in Golf And Watersports.

What skills is Roger Scheffel known for?

Roger Scheffel has skills like Investments, Retirement Planning, Portfolio Management, Strategic Financial Planning, Estate Planning, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Mergers And Acquisitions, Mutual Funds.

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