Jeffery
Bleim
Financial Services Of America Advisors
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About this Advisor
Jeffery Bleim is a financial advisor based in Warren, Michigan who has 6 years of relevant experience. Bleim is on the advisory team at Financial Services Of America Advisors. Over the course of their career, Bleim has held roles at Financial Services Of America, Hatty Group Inc, Independence Capital Co., Inc, Hub International Midwest, Fsa Advisors, Ae Financial Services, LLC and Fsa Health. Bleim has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Financial Services Of America Advisors is a financial advisory company based in Warren, MI. It handles $214 million in total assets among its 1,455 accounts, making it one of the mid-sized firms in the country by assets under management. Financial Services Of America Advisors performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Financial Services Of America Advisors most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Services Of America Advisors Brokerage Details
$214,395,285
23
1,455
$147,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffery Bleim Work History
Jeffery has been registered as a financial advisor for 6 years.*
Ae Financial Services, LLC
Fsa Health
Fsa Advisors
Hatty Group Inc
Financial Services Of America
Independence Capital Co., Inc
Hub International Midwest
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffery Bleim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Services Of America Advisors
Warren, MI
Warren, MI
Warren, MI
Warren, MI
Warren, MI
Warren, MI
Warren, MI
Warren, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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