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Sara Stolberg Berkowicz

Lifemark Securities Corp.

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About Sara Stolberg Berkowicz

Sara Berkowicz is a financial advisor with Lifemark Securities Corp. Sara has been in the financial services industry since 2002 and is a Certified Financial Planner. Sara specializes in providing financial planning, portfolio management for individuals and selection of other advisers. Sara also owns an independent insurance agency.

Firm Information

Sara Berkowicz is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Sara Berkowicz’s Registration & Firm History

IL

07/19/2012 - Present

Lifemark Securities Corp. (SKOKIE IL)

NY

10/02/2007 - 08/12/2008

SEIDMAN PRIVATE SECURITIES LLC (NEW YORK NY)

IL

02/15/2006 - 10/15/2007

LIFEMARK SECURITIES CORP. (LINCOLNSHIRE IL)

IL

07/01/2004 - 12/31/2005

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

MA

01/02/2003 - 12/31/2003

WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)

CA

03/21/2002 - 12/16/2002

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

MN

10/14/1999 - 01/19/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/14/1999 - 01/19/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NA

05/10/1991 - 12/31/1991

WADDELL & REED, INC.

NA

01/07/1991 - 04/30/1991

DREHER & ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 04/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Stolberg Berkowicz.
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