John Stein

from Schechter Investment Advisors, LLC
SEC regulated
Regulated Investment Advisor
John Stein is a financial advisor based in Michigan, Birmingham, with 15 years of experience. John currently works for Schechter Investment Advisors, LLC. John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Stein works at Schechter Investment Advisors, LLC
Schechter Investment Advisors, LLC is a financial advisory firm based in Birmingham, Michigan. It currently has approximately $2,473,054,775 of assets under management and employs about 29 people. Schechter Investment Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
111 E. Merrill Street, Suite 400, Birmingham, Michigan, 48009

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