Unclaimed Profile

Stacey Marie Gomez

PLANNING ALTERNATIVES LTD·BLOOMFIELD HILLS, Michigan

Series 7, Series 63, Series 65Clean record16 years registeredPLANNING ALTERNATIVES LTD

36800 WOODWARD AVE., BLOOMFIELD HILLS, MI 48304-0936CRD# 2883903Firm CRD# 110268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacey Marie Gomez · BLOOMFIELD HILLS, MI

Registration

CRD #2883903 · PLANNING ALTERNATIVES LTD · 16 years registered

Brand Profile

Not yet started

Career History

PLANNING ALTERNATIVES LTD

Jun 2010 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 17, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANNING ALTERNATIVES LTD

CRD 110268 · SEC 801-18310

AUM

$1.2B

Regulatory assets under management

Employees

667 client accounts

Services offered by PLANNING ALTERNATIVES LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANNING ALTERNATIVES LTD →

Introduction

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Frequently Asked Questions

What services does Stacey Marie Gomez offer?

Stacey Marie Gomez specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Stacey Marie Gomez's credentials?

Stacey Marie Gomez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacey Marie Gomez located?

Stacey Marie Gomez is based in BLOOMFIELD HILLS, Michigan, working with PLANNING ALTERNATIVES LTD. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Stacey Marie Gomez charge for services?

Stacey Marie Gomez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANNING ALTERNATIVES LTD?

PLANNING ALTERNATIVES LTD has approximately 21 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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