Matthew
Stehle
Citizens Securities, Inc
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About this Advisor
Matthew Stehle is a financial advisor based in Grove City, Pennsylvania, working with Citizens Securities, Inc. Matthew has previously held positions at Principal Financial Group, Principal Life Insurance Co, Princor Financial Services Inc, Mad Max Cranberry, Strategic Pension & Financial Partners Ll, Citizens Bank, Citizens Securities, Inc, and Synergy Performing Arts Academy. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Ohio, Pennsylvania, and Virginia. Currently, Matthew is part of Citizens Securities, Inc, which operates out of Grove City, Pennsylvania. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers 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
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Stehle Work History
Citizens Securities, Inc
Synergy Performing Arts Academy
Citizens Bank
Citizens Bank
Citizens Securities, Inc
Strategic Pension & Financial Partners Ll
Principal Life Insurance Co
Princor Financial Services Inc
Mad Max Cranberry
Principal Financial Group
Disclosures
Please visit the SEC profile of Matthew Stehle 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
Uncasville, CT
Woburn, MA
Fort Washington, PA
Cranston, RI
Syracuse, NY
Johnston, RI
Monroeville, PA
Fort Washington, PA
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