Shanari
Williams
Citizens Securities, Inc
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About this Advisor
Shanari Williams is a financial advisor based in Southfield, Michigan, working with Citizens Securities, Inc. Shanari has previously held positions at Fearless Leadership Training & Professional Development, Morgan Stanley, Morgan Stanley Private Bank, National Association, Northwestern Mutual Wealth Management Company, Wells Fargo Clearing Services LLC, Fifth Third Bank, Boss Lady Money & Power LLC, Fifth Third Securities, Fifth Third Securities, Inc, Citizens Securities, Inc, Clarfeld, Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Life Insurance Company. Shanari has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan and Ohio. Currently, Shanari is part of Citizens Securities, Inc, which operates out of Southfield, Michigan. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Shanari Williams Work History
Citizens Securities,Inc
Clarfeld
Firth Third Bank
Fifth Third Securities
Fifth Third Securities, Inc
Boss Lady Money & Power LLC
Boss Lady Money & Power LLC
Wells Fargo Clearing Services LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Morgan Stanley Private Bank, National Association
Morgan Stanley
Fearless Leadership Training & Professional Development
Disclosures
Please visit the SEC profile of Shanari Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citizens Securities, Inc
Wilmington, MA
Old Lyme, CT
Fort Washington, PA
Cranston, RI
Syracuse, NY
Jackson, NJ
Monroeville, PA
Fort Washington, PA
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