Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Priestap is a financial advisor with Raymond James Financial Services Advisors, Inc. in Brighton, MI. John has been working in the financial industry since 1999. Prior to joining Raymond James, John worked at Stifel, Nicolaus & Company, Incorporated, Robert W. Baird & Co. Incorporated, McDonald Investments Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds a Series 7, Series 10, Series 31, and Series 63 license. John is also a Registered Investment Advisor in Michigan and Texas. Priestap Financial LLC, is an operating company John owns. John offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
08/22/2015 - Present
Raymond James Financial Services Advisors, Inc. (BRIGHTON MI)
MI
09/01/2006 - 06/03/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ANN ARBOR MI)
MI
05/20/2005 - 09/12/2006
ROBERT W. BAIRD & CO. INCORPORATED (WEST BLOOMFIELD MI)
OH
08/01/2003 - 06/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
04/29/1999 - 08/07/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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