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Aimee Flatley

Citizens Securities, Inc.

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About Aimee Flatley

Aimee Flatley is a financial advisor with over 4 years of experience in the financial services industry. Aimee currently works for Citizens Securities, Inc. She has previously worked for Key Investment Services LLC, LPL Financial LLC, and The Huntington Investment Company. Aimee has licenses to practice in the states of California and Pennsylvania and is registered with the Financial Industry Regulatory Authority (FINRA). Aimee holds the Series 7, Series 63, and Series 65 licenses. Aimee specializes in providing financial advice to individuals and corporations. She is also part of a wrap fee program.

Firm Information

Aimee Flatley is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aimee Flatley’s Registration & Firm History

PA

05/31/2024 - Present

Citizens Securities, Inc. (MONROEVILLE PA)

PA

08/17/2021 - 05/29/2024

KEY INVESTMENT SERVICES LLC (SEWICKLEY PA)

PA

01/13/2020 - 02/18/2021

LPL FINANCIAL LLC (PITTSBURGH PA)

PA

04/29/2019 - 01/14/2020

THE HUNTINGTON INVESTMENT COMPANY (BEAVER PA)

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Licenses & Designations

IA

Issued 02/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/29/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aimee Flatley.
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