Jaclyn Mullica (CRD# 5128241) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester Hills, MI and has over 17 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Rochester, MI | Jun 2021 - Current | 2 |
| Citizens Securities, Inc. | Shelby Township, MI | Feb 2019 - Jun 2021 | 2 |
| Citizens Bank | Shelby Township, MI | Feb 2019 - Jun 2021 | 2 |
| Pnc Bank | Romeo, MI | Sep 2016 - Feb 2019 | 2 |
| Pnc Investments | Pittsburgh, PA | Sep 2016 - Feb 2019 | 2 |
| Pnc Investments | Romeo, MI | May 2013 - Sep 2016 | 3 |
| Pnc Bank, N.a. | Romeo, MI | May 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- FL
- MI
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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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