John
Kariss

Citizens Securities, Inc

CRD#6073767
Investment Advisor
in Pittsburgh, PA

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About this Advisor

John Kariss is a financial advisor based in Pittsburgh, Pennsylvania, working with Citizens Securities, Inc. John has previously held positions at New York Life Insurance Co, Nylife Securities LLC, Aig Financial Network, Duquense University, Western & Southern Life, W&S Brokerage Services, Citizens Securities, Inc, Palco, Inc, Public Partnerships, LLC, Eg Conley, Pc, Trek Development, Giant Eagle, and Western & Southern Agency. John has passed the Series 63 regulatory exam and is registered to provide services in multiple states, including Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Currently, John is part of Citizens Securities, Inc, which operates out of Pittsburgh, Pennsylvania. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers a range of 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

Series 63, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

525 William Penn Place
Pittsburgh, PA 15219

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

PA Average: $2,813,243,532
Total Number of Employees

613

PA Average: 18
Total Number of Accounts

47,222

PA Average: 609
Average Account Size

$154,888

PA Average: $4,619,448

Investment Advisory Services

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

John Kariss Work History

2023 - Present (1 year)

Citizens Securities, Inc

2018 - Present (6 years)

Palco, Inc

2017 - 2023 (6 years)

Western & Southern Life

2017 - 2023 (6 years)

W&S Brokerage Services

2017 - 2023 (6 years)

Western & Southern Agency

2016 - 2017 (1 year)

New York Life Insurance Co

2016 - 2017 (1 year)

Nylife Securities LLC

2015 - 2016 (1 year)

Aig Financial Network

2015 - 2015 (< 1 year)

Eg Conley, Pc

2014 - 2014 (< 1 year)

Trek Development

2014 - 2014 (< 1 year)

Giant Eagle

2013 - 2018 (5 years)

Public Partnerships, LLC

2011 - 2015 (4 years)

Duquense University

Disclosures

Please visit the SEC profile of John Kariss 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

Jeffrey Unger
Matawan, NJ
Michael Titus
Columbus, OH
David Reynolds
Uncasville, CT
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Lisa Burke
Johnston, RI
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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