Jeffery Bleim (CRD# 5805815) is an Investment Advisor Representative working at Financial Services Of America Advisors in Troy, MI and has over 13 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Financial Services, LLC | Topeka, KS | Dec 2022 - Current | 1 |
Fsa Health | Warren, MI | Jan 2018 - Current | 6 |
Fsa Advisors | Warren, MI | Aug 2017 - Current | 6 |
Hatty Group Inc. | Chicago, IL | Oct 2013 - Current | 10 |
Financial Services Of America | Warren, OH | Jan 2002 - Current | 22 |
Independence Capital Company, Inc. | Parma, OH | Sep 2010 - Dec 2022 | 12 |
Hub International Midwest | Warren, MI | Jun 2010 - Nov 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2011 |
S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management292MILLIONS
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Total Number of Accounts1,441ACCOUNTS
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Average Account Value$202,728
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, LA, MI, NC, OH, PA, TX
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