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Shannon Monique Sandel

Citizens Securities, Inc.

West Palm Beach, FL

Clinton Township, MI

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-22
FL RA APPROVED 2025-03-18
OH RA APPROVED 2025-03-18
MI RA APPROVED 2017-09-05
  • NC RA
    APPROVED
    Since 2025-12-22
  • FL RA
    APPROVED
    Since 2025-03-18
  • OH RA
    APPROVED
    Since 2025-03-18
  • MI RA
    APPROVED
    Since 2017-09-05

Branch Locations

777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States

15341 19 Mile Rd. Hayes/19 Mile / Ms: Mib858, Clinton Township, MI 48038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Rochester Hills MI 03/2016 07/2020
Citizens Securities, Inc Rochester Hills MI 03/2016 07/2020
Citizens Bank Rochester Hills MI 07/2020 07/2021
Citizens Securities Canton MA 07/2020 07/2021
Citizens Securities, Inc Westwod MA 07/2021 10/2022
Citizens Bank, N/A Rochester Hils MI 07/2021 10/2022
Citizens Securities, Inc Westwood MA 10/2022 Present
Citizens Bank, N/A Clinton Twp MI 10/2022 Present
  • 03/2016 → 07/2020
    Citizens Bank
    Rochester Hills, MI
  • 03/2016 → 07/2020
    Citizens Securities, Inc
    Rochester Hills, MI
  • 07/2020 → 07/2021
    Citizens Bank
    Rochester Hills, MI
  • 07/2020 → 07/2021
    Citizens Securities
    Canton, MA
  • 07/2021 → 10/2022
    Citizens Securities, Inc
    Westwod, MA
  • 07/2021 → 10/2022
    Citizens Bank, N/A
    Rochester Hils, MI
  • 10/2022 → Present
    Citizens Securities, Inc
    Westwood, MA
  • 10/2022 → Present
    Citizens Bank, N/A
    Clinton Twp, MI
Other Businesses

NOTARY PUBLIC - NOTARIZE DOCUMENTS Sandel Roofing LLC. Administrative duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-05
S63 Uniform Securities Agent State Law Examination 2016-11-21
  • S65 Uniform Investment Adviser Law Examination
    2017-09-05
  • S63 Uniform Securities Agent State Law Examination
    2016-11-21
Other Names
  • Shannon Monique Ashley
  • Shannon Monique Herliczek
  • Shannon Monique Ashley
  • Shannon Monique Koenig

View on SEC IAPD

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SUZANN RITA ZADANOSKY
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RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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