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Comprehensive Financial Planning | Professional Investment Management
Services for Businesses | Wealth Management | Cash Management | Risk Management | Securities

Securities

Stocks, bonds and other securities can play an integral role in your investment plan. Past performance is not a guarantee of future results, and securities should not be purchased with the goal of obtaining a quick return. Depending on your risk tolerance, future goals and current situation, we may recommend inclusion of certain securities in your investment portfolio.

  • Common Stock and Preferred Securities
  • Government, Corporate and Tax-Exempt Municipal Bonds*
  • Brokerage Accounts
  • Certificates of Deposit
  • Equity Structured Products
  • Structured Portfolios and Investment Trusts

 

*Income from municipal bonds is not subject to federal income taxation; however, it may be subject to state and local taxes and, for certain investors, to the alternative minimum tax. Income from taxable municipal bonds is subject to federal income taxation, and it may be subject to state and local taxes.
550 Polaris Parkway, Suite 540 | Westerville, OH 43082 | Phone: 614-891-1200 | Toll-Free: 877-891-1213 | Fax: 614-891-7360 | E-mail: info@shaffercapitalllc.com | Map
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Planning and advisory services are offered through Shaffer Capital Advisers, LLC., a Registered Investment Adviser and subsidiary
of Shaffer Capital, LLC., which are independent entities from Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC.