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Leanna M Stum

Citizens Securities, Inc.

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About Leanna M Stum

Leanna Stum is a financial advisor with Citizens Securities, Inc., registered with FINRA. Leanna is a licensed securities professional with a Series 63, Series 6TO, and SIE licenses, and has been in the financial services industry since 2022. Previously, Leanna worked at KEY INVESTMENT SERVICES LLC. Leanna specializes in providing financial advice and investment management services.

Firm Information

Leanna Stum 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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Leanna Stum’s Registration & Firm History

PA

06/05/2023 - Present

Citizens Securities, Inc. (EXTON PA)

PA

08/30/2022 - 05/30/2023

KEY INVESTMENT SERVICES LLC (Pottstown PA)

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Licenses & Designations

BC

Issued 10/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Leanna M Stum. Review regulatory record here.
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