Jaclyn
Mullica

Citizens Securities, Inc

CRD#5128241
Investment Advisor
in Utica, MI

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About this Advisor

Jaclyn Mullica is a financial advisor who lives in Utica, Michigan. Currently a registered advisor at Citizens Securities, Inc, they have accumulated 11 years of practice in the financial advisory industry. Mullica has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Mullica is able to serve clients in Florida and Michigan. The advisor has gained experience at Pnc Investments, Pnc Bank, N.A, Pnc Bank, Citizens Bank and Citizens Securities, Inc. Citizens Securities, Inc is located in Utica, Michigan, and operates out of 1,059 other offices in the nation. As a firm, Citizens Securities, Inc oversees $5 billion in assets dispersed across 35,056 accounts and retains more than 982 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Citizens Securities, Inc can offer portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

49417 Van Dyke Mailstop: Mib831
Utica, MI 48317

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$5,341,590,261

MI Average: $16,012,751,954
Total Number of Employees

982

MI Average: 118
Total Number of Accounts

35,056

MI Average: 4,567
Average Account Size

$152,373

MI Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jaclyn Mullica Work History

Jaclyn has 11 years of experience.

2019 - Present (2 years)

Citizens Bank

2019 - Present (2 years)

Citizens Securities, Inc

2016 - 2019 (3 years)

Pnc Bank

2016 - 2019 (3 years)

Pnc Investments

2013 - 2016 (3 years)

Pnc Investments

2013 - 2016 (3 years)

Pnc Bank, N.A

2010 - 2013 (3 years)

Pnc Bank, N.A

2009 - 2013 (4 years)

Pnc Investments

Disclosures

Jaclyn Mullica has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Citizens Investment Services

Michael Flynn
Falmouth, MA
Carol Jackson
Shrewsbury, MA
Daniel Johnson
Halifax, MA
Alexandria Kirchner
Columbus, OH
Jeremy Draskovich
Monroeville, PA
Brian Hoeckh
Depew, NY
Benjamin Palmer
Providence, RI
John Rekasie
Monroeville, PA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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