Clinton Township, MI Moravian Drive Office

Team
Updated today

Client AUM

$12,566,102,485

Clients

60,162

Advisors

3

Of 708 advisors across 163 offices

Location

36520 Moravian Drive, Mailstop: Mib789

Clinton Township MI 48035

Advisors at this office

3

Advisors at this office

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Melissa B

Series 63, Series 65

Clinton Township, MI

Citizens Securities, Inc.

Melissa Bell is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios using proprietary algorithms, alongside a Managed Account program, and operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Santo B

Series 63, Series 66

Clinton Township, MI

Citizens Securities, Inc.

Santo Blumke is a financial advisor with Citizens Securities, Inc. in Clinton Township, MI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms, including Fifth Third Securities and The Huntington Investment Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program alongside managed accounts and brokerage services, and is wholly owned by Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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Andreen Y

Series 66

Clinton Township, MI

Citizens Securities, Inc.

Andreen Yousif is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has prior experience at Pruco Securities LLC and Rocket Mortgage. Yousif also serves as a notary, notarizing documents for Citizens clients. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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