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Alexandria Marie Kirchner

Citizens Securities, Inc.

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About Alexandria Marie Kirchner

Alexandria Kirchner is a registered investment advisor representative with Citizens Securities, Inc. She is a licensed professional in the state of Michigan. Alexandria has a broad range of experience in the financial services industry, having previously worked at Fifth Third Securities, Inc. and J.P. Morgan Securities LLC. Alexandria Kirchner is committed to providing her clients with personalized financial advice and guidance. She specializes in financial planning, portfolio management for individuals, and participating in wrap fee programs. She has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Alexandria Kirchner 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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Alexandria Kirchner’s Registration & Firm History

MA

10/16/2017 - Present

Citizens Securities, Inc. (WESTWOOD MA)

MI

07/30/2014 - 10/31/2017

FIFTH THIRD SECURITIES, INC. (STERLING HEIGHTS MI)

MI

11/20/2012 - 06/24/2014

J.P. MORGAN SECURITIES LLC (NEW BALTIMORE MI)

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Licenses & Designations

BOTH

Issued 09/06/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/06/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2016

Series 7 - General Securities Representative Examination

BC

Issued 11/19/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandria Marie Kirchner.
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