James Stiekes (CRD# 1226022) is an Investment Advisor Representative working at Primerica Advisors in Clinton Township, MI and has over 40 years of experience in the finance industry.
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
CRD# 3151669
Esi Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs University | Duluth, GA | Apr 2006 - Current | 18 |
| Primerica Financial Services | Clinton Township, MI | Feb 1991 - Current | 33 |
| Pfs Investments Inc. | Clinton Township, MI | Dec 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1984 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- MI
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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