Harold Sternberg, financial advisor Southfield MI

Harold Sternberg

CRD Number: 706369
Current Firm: Primerica Advisors

Harold Sternberg (CRD# 706369) is an Investment Advisor Representative working at Primerica Advisors in Southfield, MI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Southfield, MI Feb 1991 - Current 31
Sternberg And Associates Inc. Southfield, MI Sep 1990 - Current 31
Pfs Investments Inc. Southfield, MI Jan 1982 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Harold L. Sternberg
Phone Number: 800-544-5445
Firm Website: http://www.primerica.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    7,114
    MILLIONS
  • Total Number of Accounts
    49,061
    ACCOUNTS
  • Average Account Value
    $145,001
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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