Daniel
Duric
Citizens Securities, Inc
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About this Advisor
Daniel Duric is a financial advisor based in Chesterland, Ohio, working with Citizens Securities, Inc. Daniel has previously held positions at Dollar Bank, Asv Services, Citizens Bank, Citizens Securities, Inc, Key Investment Services, Keybank, Key Investment Services LLC, and Citizens Securities Inc. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Daniel is part of Citizens Securities, Inc, which operates out of Chesterland, Ohio. The firm has 1,022 offices and 418 employees. Citizens Securities, Inc manages assets totaling $9.2 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$9,188,004,183
418
53,044
$173,215
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Daniel Duric Work History
Citizens Securities Inc
Key Investment Services LLC
Keybank
Key Investment Services
Keybank
Citizens Bank
Citizens Bank
Citizens Securities, Inc
Dollar Bank
Asv Services
Disclosures
Please visit the SEC profile of Daniel Duric to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citizens Securities, Inc
The Villages, FL
Broadview Heights, OH
Fort Lauderdale, FL
Newton Center, MA
Conshohocken, PA
Boston, MA
Strongsville, OH
Brooklyn, NY
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