Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
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
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
Active
Inactive
F
FINRA
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