2013 -2024 Investment Advisor Representative @ Latitude Advisors, LLC
2010 -2021 Pilot @
2011 -2012 Financial Advisor @ Trustmont Financial Group Inc
2005 -2011 Financial Advisor @ Capital Analysts, Inc
1997 -2010 Pilot @
1989 -1997 Pilot @ Chatauqua Airlines
Stephen Shaffer Education
Thomas Edison State College
Bachelor of Applied Science (B.A.Sc.)
Boston University
(Financial Planning and Services)
Penn State University
Associate of Arts (A.A.)
Stephen Shaffer Skills
Asset Allocation
Mutual Funds
Estate Planning
Stephen Shaffer Summary
Stephen Shaffer, based in Altoona, PA, US, is currently a Director of Financial Planning at Lake House Private Wealth Management. Stephen Shaffer brings experience from previous roles at Latitude Advisors, LLC, United Airlines, Trustmont Financial Group Inc and Capital Analysts, Inc. Stephen Shaffer holds a Bachelor of Applied Science (B.A.Sc.) @ Thomas Edison State College. With a robust skill set that includes Asset Allocation, Mutual Funds, Estate Planning and more. Stephen Shaffer has 2 emails and 1 mobile phone numbers on RocketReach.
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