Unclaimed
James Lee Stiekes is a registered representative and investment adviser representative with PFS Investments Inc.. James has been in the industry since January 18, 1984. James is registered with the states of Alabama, Indiana, Michigan, and Missouri. James holds the Series 6, 63, 65, and 26 securities licenses. James specializes in portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
MI
10/05/2021 - Present
PFS Investments Inc. (CLINTON TOWNSHIP MI)
IA
Issued 09/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Stiekes is the right advisor for you? Invested Better is here to help.