Mustafa Savliwala (CRD# 6850900) is an Investment Advisor Representative working at Citizens Securities, Inc. in Warren, MI and has over 6 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., | Troy, MI | Oct 2023 - Current | < 1 |
| Davenport University | Grand Rapids, MI | Sep 2000 - Current | 23 |
| Pruco Securities, LLC | Troy, MI | Mar 2020 - Oct 2023 | 3 |
| The Prudential Insurance Company Of America | Troy, MI | Mar 2020 - Oct 2023 | 3 |
| Axa Advisors, LLC | New York, NY | Oct 2017 - Mar 2020 | 2 |
| Websitecc, LLC | Troy, MI | Jul 2017 - Jun 2019 | 1 |
| Livonia Diagnostic Services | Southfield, MI | Jul 2015 - May 2017 | 1 |
| Unemployed | Troy, MI | May 2015 - Jun 2015 | < 1 |
| Great Lakes Mri | Warren, MI | Jan 2003 - Apr 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- FL
- MI
- TX
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
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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