Ashley Kinney (CRD# 6707547) is an Investment Advisor Representative working at Citizens Securities, Inc. in Oneida, NY and has over 6 years of experience in the finance industry.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 3238878
Ameriprise Financial Services, LLC
CRD# 5091095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Oneida, NY | Aug 2017 - Current | 6 |
| Tuscan Oven | Oneida, NY | Jul 2015 - Sep 2017 | 2 |
| Citizens Securities, Inc. | Oneida, NY | Sep 2016 - Aug 2017 | < 1 |
| Citizens Bank | Oneida, NY | Nov 2011 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- CA
- FL
- NH
- NJ
- NY
- NC
- PR
- SC
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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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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