Unclaimed
Matoumona Kinzonzi is a financial advisor with Citizens Securities, Inc. Matoumona has been in the securities industry since 2009. Matoumona is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 63 and Series 66 license. Matoumona has been with Citizens Securities, Inc. since 2022 and previously worked at Citigroup Global Markets Inc. and Santander Securities LLC. Matoumona specializes in providing financial advice to individuals, corporations, and other businesses. The advisor's client count is 53,044 and the estimated amount of assets under management is $1 billion - $10 billion.
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.
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2
NY
05/05/2022 - Present
Citizens Securities, Inc. (NEW YORK NY)
NY
04/30/2019 - 02/11/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/02/2017 - 04/03/2019
SANTANDER SECURITIES LLC (LONG ISLAND CITY NY)
NY
11/29/2016 - 09/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HYDE PARK NY)
NY
03/31/2015 - 08/08/2016
E*TRADE SECURITIES LLC (NEW YORK NY)
NY
10/01/2012 - 03/11/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/01/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/18/2010 - 11/21/2011
JHS CAPITAL ADVISORS, INC. (NEW YORK NY)
NY
02/26/2009 - 11/01/2010
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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