Best Investors Account Sign in
Inactive

Stacey Marie Gomez

Planning Alternatives Ltd

Birmingham, MI

Claim This Profile
Current Employers
Planning Alternatives Ltd

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-06-17
  • MI RA
    APPROVED
    Since 2010-06-17

Branch Locations

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planning Alternatives Ltd. Bloomfield Hills MI 05/2019 03/2021
Planning Alternatives Ltd. Bloomfield Hills MI 04/2009 05/2019
Planning Alternatives Ltd. Birmingham MI 03/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-21
S63 Uniform Securities Agent State Law Examination 1997-05-16
  • S65 Uniform Investment Adviser Law Examination
    2010-05-21
  • S63 Uniform Securities Agent State Law Examination
    1997-05-16
Other Names
  • Stacey Marie Hanks
  • Stacey Marie Volz

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC
INNOVIA WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

More in Birmingham, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor