Royal Oak, MI Office

Team
Updated today

Client AUM

$12,566,102,485

Clients

60,162

Advisors

3

Of 703 advisors across 165 offices

Location

200 South Main St., Mailstop: Mib775

Royal Oak MI 48067

Advisors at this office

3

Advisors at this office

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Mark L

Series 63, Series 65

Royal Oak, MI

Citizens securities, Inc.

Mark Loduca is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities, LLC, The Prudential Insurance Company of America, and ProEquities, Inc. Outside of finance, he is a jazz musician and recording artist, performing at various venues and marketing his recordings through multiple platforms. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Sara A

Series 66, Series 63

Royal Oak, MI

Citizens securities, Inc.

Sara Al Obaidi is a financial advisor with Citizens Securities, Inc. in Royal Oak, MI, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Citizens Bank, Fifth Third Bank, PNC Bank, and the National Bank of Abu Dhabi. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and a Managed Account program.

Tax-loss harvesting Passive / index investing
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Christopher M

Series 63, Series 65

Royal Oak, MI

Citizens securities, Inc.

Christopher Mikell is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. Mikell serves on the Lay Board of the Royal Oak First United Methodist Church, where he is involved in governance and human resources functions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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