Matthew Kallio (CRD# 4890585) is an Investment Advisor Representative working at Citizens Securities, Inc. in Solon, OH and has over 16 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Solon, OH | Oct 2020 - Current | 3 |
| Citizens Securities, Inc. | Solon, OH | Oct 2018 - Oct 2020 | 2 |
| Citizens Bank | Solon, OH | Oct 2018 - Oct 2020 | 2 |
| Pnc Bank | Doylestown, OH | Oct 2017 - Oct 2018 | 1 |
| Pnc Investments | Doylestown, OH | Oct 2012 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
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