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Michael Sabra

Citizens Securities, Inc.

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About Michael Sabra

Michael Sabra is a financial advisor currently registered with Citizens Securities, Inc., where Michael has been employed since September 2021. Michael has been in the industry since July 2006, and has previously worked with Northwestern Mutual Investment Services, LLC, Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, LLC and NYLIFE Securities LLC. Michael holds FINRA Series 6, 7, 63 and 65 licenses, and has SIE certification. Michael specializes in retirement planning, financial planning and education and training.

Firm Information

Michael Sabra is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Sabra’s Registration & Firm History

MA

09/14/2021 - Present

Citizens Securities, Inc. (WESTWOOD MA)

WI

08/03/2021 - 08/24/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)

MA

11/19/2020 - 04/05/2021

FIDELITY BROKERAGE SERVICES LLC (CHESTNUT HILL MA)

MA

11/28/2017 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BRAINTREE MA)

NY

05/08/2007 - 09/20/2017

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

MA

09/26/2005 - 02/22/2007

NYLIFE SECURITIES LLC (WALTHAM MA)

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Licenses & Designations

IA

Issued 05/03/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2007

Series 7 - General Securities Representative Examination

BC

Issued 09/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Sabra.
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