linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew James Mapley

Citizens Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew James Mapley

Matthew Mapley is a financial professional with over 16 years of experience in the financial services industry. Matthew is registered with Citizens Securities, Inc. in California, Florida, Ohio, and Texas. Matthew has a wide range of experience providing financial advice to individuals, businesses, and high-net-worth clients. Prior to joining Citizens Securities, Inc. Matthew worked at PNC Investments and NatCity Investments, Inc.. Matthew holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. He is also a member of the National Association of Securities Dealers (NASD).

Firm Information

Matthew Mapley 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Mapley’s Registration & Firm History

OH

01/02/2020 - Present

Citizens Securities, Inc. (CANTON OH)

OH

11/13/2009 - 05/10/2013

PNC INVESTMENTS (SOLON OH)

OH

07/01/2008 - 11/13/2009

NATCITY INVESTMENTS, INC. (BEDFORD OH)

OH

07/23/2007 - 07/16/2008

W&S BROKERAGE SERVICES, INC. (CANTON OH)

Not sure if Matthew James Mapley is right for you?

Licenses & Designations

IA

Issued 03/11/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2011

Series 7 - General Securities Representative Examination

BC

Issued 07/20/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew James Mapley.
Not sure if Matthew James Mapley is right for you?