![Shannon Schlatterer, financial advisor Monroeville PA](/img/ws/profile-blank-sq.png)
Shannon Schlatterer (CRD# 6795272) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 6 years of experience in the finance industry.
![James Greno, financial advisor Monroeville PA](/img/ws/profile-blank-sq.png)
CRD# 3221992
Cetera Investment Advisers LLC
![Patrick Aaron, financial advisor Monroeville PA](/img/ws/profile-blank-sq.png)
CRD# 5335512
Lpl Financial LLC
![Samuel Abraham, financial advisor Monroeville PA](/img/ws/profile-blank-sq.png)
CRD# 6029665
Qualified Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Bank, N.a | Pittsburgh, PA | Feb 2022 - Current | 2 |
Citizens Securities, Inc. | Westwood, MA | Feb 2022 - Current | 2 |
Citizens Securities Inc. | Pittsburgh, PA | Sep 2021 - Feb 2022 | < 1 |
Citizens Securities Inc. | Bethel Park, PA | Dec 2017 - Sep 2021 | 3 |
Citizens Bank | Bethel Park, PA | Dec 2017 - Sep 2021 | 3 |
Citizens Securities Inc. | Pittsburgh, PA | May 2017 - Dec 2017 | < 1 |
Citizens Bank | Bridgeville, PA | Nov 2014 - May 2017 | 2 |
Oreck Corporation | Cookville, PA | Sep 2012 - Nov 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
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- PA
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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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