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Amy Elizabeth Yesnach

Citizens Securities, Inc.

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About Amy Elizabeth Yesnach

Amy Yesnach is a Registered Representative and Investment Advisor Representative with Citizens Securities, Inc. with over 30 years of experience in the financial industry. Amy has worked with various firms including CUSO Financial Services, L.P., Fifth Third Securities, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, FIRST CHICAGO NBD INVESTMENT SERVICES, INC., ESSEX NATIONAL SECURITIES, INC., FIRST OF AMERICA BROKERAGE SERVICE, INC., JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, LINCOLN INVESTMENT PLANNING, INC., and FINANCIAL ESTATE PLANNING, INC. Amy is licensed in Florida, Michigan, North Carolina, Ohio, and Tennessee. Amy has passed Series 6, Series 7, Series 63, and Series 65 exams.

Firm Information

Amy Yesnach 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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Amy Yesnach’s Registration & Firm History

MI

02/15/2017 - Present

Citizens Securities, Inc. (TAYLOR MI)

MI

01/21/2015 - 09/09/2016

CUSO FINANCIAL SERVICES, L.P. (DEARBORN MI)

MI

03/21/2014 - 01/20/2015

FIFTH THIRD SECURITIES, INC. (DEARBORN MI)

MI

10/01/2012 - 03/14/2014

J.P. MORGAN SECURITIES LLC (WYANDOTTE MI)

MI

07/06/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (RIVERVIEW MI)

IL

02/01/1999 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

IL

03/28/1996 - 02/01/1999

FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)

CA

10/03/1995 - 03/21/1996

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

OH

03/29/1993 - 11/21/1994

FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)

MA

05/31/1990 - 03/29/1993

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

05/31/1990 - 03/29/1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

PA

02/16/1989 - 11/01/1989

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

NA

10/14/1988 - 02/13/1989

FINANCIAL ESTATE PLANNING, INC.

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Licenses & Designations

IA

Issued 07/12/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/21/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amy Elizabeth Yesnach. Review regulatory record here.
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