Laura Santelli (CRD# 4614920) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stroudsburg, PA and has over 21 years of experience in the finance industry.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 4266534
Vanderbilt Advisory Services
CRD# 3200517
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Stroudsburg, PA | Apr 2015 - Current | 9 |
| Lpl Financial Services | Charlotte, NC | Feb 2009 - Current | 15 |
| Nbt Bank | Lake Ariel, PA | Feb 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- AZ
- FL
- NV
- NH
- NJ
- NY
- PA
- SC
- WV
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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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