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Gary Martin Schindler

Citizens Securities, Inc.

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About Gary Martin Schindler

Gary Schindler is a financial professional with over 25 years of experience in the financial services industry. Gary is currently registered with Citizens Securities, Inc. and holds the Series 6, 7, 63, and 65 securities licenses. Prior to joining Citizens Securities, Gary worked as a financial advisor for The Huntington Investment Company, Cetera Investment Services LLC, and LPL Financial LLC. Gary provides financial planning, portfolio management, and other financial services to individuals and businesses. Gary specializes in working with corporations, high-net-worth individuals and individuals other than high-net-worth. Gary has a strong commitment to providing personalized service and helping clients achieve their financial goals.

Firm Information

Gary Schindler 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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Gary Schindler’s Registration & Firm History

OH

03/25/2024 - Present

Citizens Securities, Inc. (FAIRLAWN OH)

OH

01/25/2018 - 07/29/2022

THE HUNTINGTON INVESTMENT COMPANY (COLUMBIANA OH)

OH

12/06/2016 - 01/02/2018

CETERA INVESTMENT SERVICES LLC (WRREN OH)

OH

01/19/2010 - 01/04/2017

LPL FINANCIAL LLC (WARREN OH)

OH

07/11/2007 - 01/04/2010

UVEST FINANCIAL SERVICES GROUP, INC. (STRUTHERS OH)

PA

04/18/2001 - 06/26/2007

NATIONAL PLANNING CORPORATION (MONROEVILLE PA)

MN

05/10/2000 - 04/25/2001

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

MN

07/07/1999 - 05/10/2000

BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)

NY

08/15/1996 - 07/16/1999

MONY SECURITIES CORPORATION (NEW YORK NY)

MA

08/21/1995 - 08/10/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/21/1995 - 08/10/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2018

Series 7 - General Securities Representative Examination

BC

Issued 08/18/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Martin Schindler.
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