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Matthew S

Series 66

Butler, PA

Citizens Securities, Inc.

Matthew Stehle is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Principal and Northwestern Mutual. Outside of finance, he is a dance instructor at Synergy Performing Arts Academy, teaching ballroom and Latin dance to youth. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory platforms while maintaining broker-dealer and insurance agency functions.

Tax-loss harvesting Passive / index investing
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