Michael Sabra (CRD# 4943652) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 18 years of experience in the finance industry. Michael Sabra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Westwood, MA | Sep 2021 - Current | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Apr 2021 - Aug 2021 | < 1 |
| Northwestern Mutual Investment Services LLC | Milwaukee, WI | Apr 2021 - Aug 2021 | < 1 |
| Baker Tilly Search And Staffing | Chicago, IL | Apr 2021 - Aug 2021 | < 1 |
| Fidelity Investments | Chestnut Hill, MA | Nov 2020 - Mar 2021 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Braintree, MA | Nov 2017 - Nov 2020 | 3 |
| Tiaa | Braintree, MA | Nov 2017 - Nov 2020 | 3 |
| Fidelity Investments | New York, NY | Jun 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
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