Ian CostanzoCRD Number: 6243571
Current Firm: Citizens Securities, Inc.
Ian Costanzo (CRD# 6243571) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pittsburgh, PA and has over 4 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Mcmahon Financial Advisors, LLC
|Citizens Securities, Inc.||Greensburg, PA||Aug 2017 - Current||< 1|
|Pnc Investments||Pittsburgh, PA||Jan 2017 - Aug 2017||< 1|
|Pnc Investments||Pittsburgh, PA||Dec 2014 - Jan 2017||2|
|Pnc Investments||Pittsburgh, PA||Jun 2014 - Dec 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pittsburgh, PA||Aug 2013 - May 2014||< 1|
|Bank Of America||Upper St. Clair, PA||Oct 2011 - Aug 2013||1|
|Smokey Bones Restaurant||Tarentun, PA||Jan 2007 - Oct 2011||4|
|North Huntingdon Ambulance||North Huntingdon, PA||Apr 2011 - Aug 2011||< 1|
|Penn Twp. Abmulabnce||Irwin, PA||Apr 2011 - Aug 2011||< 1|
|Citizens Bank Of Pa||Pittsburgh, PA||Apr 2010 - Apr 2011||1|
|Moroeville Dodge||Monroeville, PA||Mar 2009 - Apr 2009||< 1|
|Darden Restaraunts||Monroeville `, PA||Jan 2009 - Mar 2009||< 1|
|Mutual Aid Ambulance||Greensburg, PA||Aug 2008 - Jan 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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