Sarah Holmes (CRD# 6760416) is an Investment Advisor Representative working at Citizens Securities, Inc. in Dearborn Heights, MI and has over 6 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Current | 1 |
| Citizens Bank, N/a | Livonia, MI | Oct 2022 - Current | 1 |
| Citizens Securities, Inc. | Westwood, MA | Jul 2021 - Oct 2022 | 1 |
| Citizens Bank, N/a | Livonia, MI | Jul 2021 - Oct 2022 | 1 |
| Citizens Bank N. A. | Livonia, MI | Feb 2017 - Jul 2021 | 4 |
| Citizens Securities, Inc. | Livonia, MI | Feb 2017 - Jul 2021 | 4 |
| Allstate Insurance | Brownstown, MI | Aug 2016 - Dec 2016 | < 1 |
| Citizens Bank | Livonia, MI | Dec 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- MI
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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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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