Michael Gomez (CRD# 5741031) is an Investment Advisor Representative working at Citizens Securities, Inc. in Livonia, MI and has over 14 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Livonia, MI | Oct 2018 - Current | 5 |
| Citizens Securities Inc. | Berkley, MI | Dec 2017 - Oct 2018 | < 1 |
| Citizens Bank | Berkley, MI | Dec 2017 - Oct 2018 | < 1 |
| Citizens Securities, Inc. | Berkley, MI | Nov 2014 - Oct 2018 | 3 |
| Citiznes Bank | Berkley, MI | Nov 2014 - Dec 2017 | 3 |
| Comerica Securities, Inc. | Plymouth, MI | Mar 2014 - Nov 2014 | < 1 |
| Comerica | Plymouth, MI | Dec 2012 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- FL
- IA
- MI
- NC
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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