Tricia Dekiere (CRD# 6486955) is an Investment Advisor Representative working at Citizens Securities, Inc. in Saint Clair Shores, MI and has over 7 years of experience in the finance industry.
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 4718596
Law Office Of Kevin Adams, Pllc
CRD# 6679672
Center For Financial Planning Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc., | St Clair Shores, MI | Oct 2023 - Current | < 1 |
| Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Oct 2023 | 1 |
| Citizens Bank, N/a | St Clair Shores, MI | Oct 2022 - Oct 2023 | 1 |
| Citizens Securities, Inc. | Westwood, MA | Jul 2021 - Oct 2022 | 1 |
| Citizens Bank, N/a | St Clair Shoes, MI | Jul 2021 - Oct 2022 | 1 |
| Citizens Bank | St Clair Shores, MI | Dec 2017 - Jul 2021 | 3 |
| Citizens Securities Inc. | Canton, MA | Dec 2017 - Jul 2021 | 3 |
| Citizens Bank | St Clair Shores, MI | Dec 2014 - Dec 2017 | 3 |
| Citizens Bank | Shelby Twp, MI | Sep 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- 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
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