Matthew Stehle (CRD# 6266933) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 8 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Grove City, PA | Mar 2021 - Current | 3 |
Synergy Performing Arts Academy | Canonsburg, PA | Oct 2018 - Current | 5 |
Citizens Bank | Zelienople, PA | Jul 2019 - Mar 2021 | 1 |
Citizens Securities, Inc. | Zelienople, PA | Aug 2017 - Dec 2020 | 3 |
Citizens Bank | Zelienople, PA | Jul 2017 - Dec 2020 | 3 |
Strategic Pension & Financial Partners Ll | Pittsburgh, PA | Jun 2016 - Jul 2017 | 1 |
Principal Life Insurance Co | Pittsburgh, PA | Oct 2015 - Jul 2017 | 1 |
Princor Financial Services Inc. | Pittsburgh, PA | Oct 2015 - Jul 2017 | 1 |
Principal Financial Group | Pittsburgh, PA | Oct 2013 - Oct 2015 | 2 |
Mad Max Cranberry | Cranberry Twp, PA | Sep 2014 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- OH
- PA
- VA
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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
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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