Clifton Popeii (CRD# 7679195) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln Park, MI and has 1 year 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 |
|---|---|---|---|
| Bank Of America, N.a. | Lincoln Park, MI | Mar 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln Park, MI | Dec 2022 - Current | 1 |
| Rocket Mortgage LLC | Detroit, MI | Feb 2022 - Dec 2022 | < 1 |
| Unemployed | Lincoln Park, MI | Jan 2022 - Feb 2022 | < 1 |
| Eazzy Automotive Inc. | Detroit, MI | May 2020 - Dec 2021 | 1 |
| Central Michigan University | Mount Pleasant, MI | Sep 2016 - Dec 2021 | 5 |
| Delaco Steel Corp | Woodhaven, MI | Dec 2020 - Jan 2021 | < 1 |
| Unemployed | Lincoln Park, MI | Mar 2020 - May 2020 | < 1 |
| Soaring Eagle Casino And Resort | Mount Pleasant, MI | Nov 2019 - Mar 2020 | < 1 |
| Unemployed | Lincoln Park, MI | Sep 2019 - Nov 2019 | < 1 |
| Dte Energy | Detroit, MI | Jun 2019 - Sep 2019 | < 1 |
| Soaring Eagle Casino And Resort | Mount Pleasant, MI | Feb 2018 - May 2019 | 1 |
| Unemployed | Lincoln Park, MI | Sep 2016 - Feb 2018 | 1 |
| Prospect Airport Services | Romulus, MI | Jun 2017 - Jul 2017 | < 1 |
| Amazon | Brownstown, MI | Jun 2016 - Sep 2016 | < 1 |
| Academy For Business And Technology | Melvindale, MI | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- MI
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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