Matoumona
Kinzonzi
Citizens Securities, Inc
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About this Advisor
Matoumona Kinzonzi is a financial advisor who works in New York, New York with a total of 1 year of relevant experience. Kinzonzi works at Citizens Securities, Inc. Over the course of their career, they have held roles at Chase Investment Services Corp, J.P. Morgan Securities LLC, E*Trade Securities LLC, E*Trade Capital Management LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Santander Bank, Na, Santander Securities, LLC, Citigroup and Citizens Securities, Inc. Kinzonzi holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, New Jersey, New York, Pennsylvania, Rhode Island, Texas and Washington. Citizens Securities, Inc is a registered investment company operating out of Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It oversees $7 billion in total assets between its 47,802 accounts, placing it among the largest firms in the nation by assets under management. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically are based on which services the firm provides the client. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matoumona Kinzonzi Work History
Matoumona has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Citigroup
Santander Bank, Na
Santander Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
E*Trade Securities LLC
E*Trade Capital Management LLC
Chase Investment Services Corp
J.P. Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matoumona Kinzonzi 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
Johnston, RI
Philadelphia, PA
Fort Washington, PA
Hudson, NH
Westwood, MA
Westerly, RI
Westwood, MA
Fort Washington, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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