Shawna Sklarsky, financial advisor Monroeville PA

Shawna Sklarsky

CRD Number: 6099292
Current Firm: Citizens Securities, Inc.

Shawna Sklarsky (CRD# 6099292) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities Inc., Pittsburgh, PA Sep 2023 - Current < 1
Citizens Bank Pittsburgh, PA Apr 2022 - Sep 2023 1
Citizens Securities Inc. Pittsburgh, PA Dec 2017 - Apr 2022 4
Citizens Bank Pittsburgh, PA Dec 2017 - Apr 2022 4
Citizens Bank Pittsburgh, PA Jan 2017 - Apr 2022 5
Key Investment Services LLC Pepper Pike, OH Sep 2016 - Jan 2017 < 1
Keybank Pittsburgh, PA Sep 2016 - Jan 2017 < 1
Lpl Financial LLC North Huntingdon, PA Jan 2015 - Sep 2016 1
First Niagara Bank North Huntingdon, PA Jan 2015 - Sep 2016 1
Cco Investment Services Greensburg, PA Jul 2012 - Jan 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Shawna L. Sklarsky
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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