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Lon michael Christian Keeley

Citizens Securities, Inc.

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About Lon michael Christian Keeley

Lon Michael Christian Keeley is a registered representative with Citizens Securities, Inc. Lon Michael Christian Keeley is licensed in Pennsylvania and has been in the industry since 2020. Lon Michael Christian Keeley is a Series 63, Series 6TO and SIE licensed representative. Lon Michael Christian Keeley was previously with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC in Pittsburgh, PA. Lon Michael Christian Keeley specializes in working with individuals, corporations and high-net-worth clients. Lon Michael Christian Keeley offers investment advice and financial planning services.

Firm Information

Lon michael Keeley 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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Lon michael Keeley’s Registration & Firm History

PA

05/15/2023 - Present

Citizens Securities, Inc. (PITTSBURGH PA)

PA

12/20/2019 - 05/01/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 02/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2019

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

BC

Issued 12/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lon michael Christian Keeley.
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