Sara Berkowicz, financial advisor Skokie IL

Sara Berkowicz

CRD Number: 2111889
Current Firm: Lifemark Securities Corp.

Sara Berkowicz (CRD# 2111889) is an Investment Advisor Representative working at Lifemark Securities Corp. in Skokie, IL and has over 21 years of experience in the finance industry. Sara Berkowicz 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.

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Professional Designations
Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Feb 2009 - Current 15
Can I Keep The House, Inc. Skokie, IL Feb 2009 - Current 15
Independent Insurance Agent Skokie, IL Feb 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Sara S. Berkowicz
Phone Number: 585-424-5672
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    1,963
    ACCOUNTS
  • Average Account Value
    $130,585
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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