Citizens Securities, Inc
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About this Advisor
Joseph Mozurak is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently a registered financial advisor with Citizens Securities, Inc, they have accrued 15 years of professional experience as a financial advisor. Mozurak has Series 63 and Series 66 licenses, designating them as a securities agent. Mozurak is able to work with clients based out of California, Pennsylvania, Texas, Wisconsin, Georgia, North Carolina, Virginia and Washington. Mozurak has spent their entire career at Citizens Securities, Inc. Citizens Securities, Inc is based out of Pittsburgh, Pennsylvania, and has 1,165 additional offices in the nation. Overall, Citizens Securities, Inc oversees $4 billion in assets throughout 26,500 accounts and retains more than 1,469 people. The amount of assets the firm manages places it among the largest firms in the nation. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Citizens Securities, Inc provides 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
Years of Experience
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Citizens Securities, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joseph Mozurak Work History
Joseph has 15 years of experience.
Citizens Investment Services Corp
Joseph Mozurak has disclosures.
Please visit their SEC profile for more details.