John P. Stakem
Professional summary
John Patrick Stakem Jr, who also goes by John Patrick Stakem, John Stakem, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Frederick, Maryland and BANKERS LIFE SECURITIES, INC. located in Frederick, Maryland.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. John has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Stakem Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2020 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 321 Ballenger Center Dr., Frederick, MD 21703June 3, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 321 Ballenger Center Dr. Ste 225, Frederick, MD 21703Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/31/2020)
(6/13/2022)
Exams
Series 7TO
Date: 6/2/2022
General Securities Representative ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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