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Shawna Sklarsky

Advisor at Citizens Securities, Inc.

Updated today

Location

Monroeville, PA 15146

Credentials

Series 63, Series 65

Industry experience

12 years

About

Shawna Sklarsky is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Citizens Bank in various capacities since 2017, as well as at Key Investment Services LLC, KeyBank, First Niagara Bank, and LPL Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Client services

Based on Citizens Securities, Inc.

Financial planning Portfolio management Selection of other advisers Participate in wrap fee program

Expertise

Based on Citizens Securities, Inc.

Tax-loss harvesting Passive / index investing

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Fee options

Percentage

0.50% annually

Other

Account minimum: $2,000

Location

1796 Golden Mile Highway, Mail Stop: Pa872

Monroeville, PA 15146

Most active in

Alabama · Florida · North Carolina · Pennsylvania

Work history

Citizens Securities, Inc.

2023 - Present (3 years)

Citizens Bank

2022 - 2023 (1 year)

CITIZENS Bank

2017 - 2022 (5 years)

Citizens Securities Inc.

2017 - 2022 (5 years)

CITIZENS Bank

2017 - 2022 (5 years)

key Investment Services LLC

2016 - 2017 (1 year)

Keybank

2016 - 2017 (1 year)

First Niagara Bank

2015 - 2016 (1 year)

LPL Financial

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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