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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bloomer is an Investment Advisor Representative at Summit Global Investments, LLC. Michael has been a registered representative for over 2 years and holds Series 63 and Series 65 licenses, as well as Series 6 and SIE licenses. Michael previously worked at Transamerica Financial Advisors, Inc. and Verity Investments, Inc. Michael also has experience in law enforcement, having worked as a Police Officer for the City of Tempe Police Department for almost a decade. Michael is passionate about helping clients reach their financial goals and is committed to providing personalized advice and services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
02/03/2025 - Present
Summit Global Investments, LLC (Mesa AZ)
AZ
08/30/2023 - 11/06/2023
VERITY INVESTMENTS, INC. (MESA AZ)
AZ
03/23/2022 - 07/14/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Mesa AZ)
IA
Issued 02/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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