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Kenneth James Chodzin

Citizens Securities, Inc.

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About Kenneth James Chodzin

Kenneth Chodzin is a financial advisor with Citizens Securities, Inc. Kenneth has been in the industry since 1985. Kenneth has a broad range of experience having worked previously with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and H&R BLOCK FINANCIAL ADVISORS, INC.. Kenneth holds a number of licenses and certifications including Series 63, Series 65, Series 7, Series 8, Series 24 and Series 31. Kenneth is a registered representative in Arizona, Florida, Georgia, Michigan, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Kenneth's firm, Citizens Securities, Inc., is a registered investment advisor with the SEC. Kenneth is committed to providing his clients with personalized financial advice and investment management services.

Firm Information

Kenneth Chodzin 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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Kenneth Chodzin’s Registration & Firm History

OH

08/02/2024 - Present

Citizens Securities, Inc. (FAIRLAWN OH)

OH

10/01/2012 - 10/11/2017

J.P. MORGAN SECURITIES LLC (TWINSBURG OH)

OH

11/08/2006 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (HUDSON OH)

OH

08/22/1984 - 03/20/2006

H&R BLOCK FINANCIAL ADVISORS, INC. (BEACHWOOD OH)

NA

12/15/1983 - 05/04/1984

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 09/12/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/1994

Series 24 - General Securities Principal Examination

BC

Issued 12/11/1986

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/10/1984

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

BC

Issued 12/14/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth James Chodzin.
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