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Shawna S

Series 63, Series 65

Monroeville, PA

Citizens Securities, Inc.

Shawna Sklarsky is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. Her career includes multiple roles at Citizens Bank and Citizens Securities since 2017, along with prior experience at Key Investment Services LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Chad M

Series 63, Series 65

Monroeville, PA

Citizens Securities, Inc.

Chad McConnell is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Citizens Bank and Citizens Securities across multiple positions since 2015. Outside of his advisory work, he has experience as a server at Coast & Main. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and managed account programs while operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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