Joseph Nowaczyk (CRD# 7409131) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Aurora, NY and has 1 year of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Westwood, MA | Jun 2023 - Current | < 1 |
| Citizens Bank, N/a | Niagara Falls, NY | Jun 2023 - Current | < 1 |
| Massmutual | Buffalo, NY | Feb 2023 - Jun 2023 | < 1 |
| Mml Investors Services | Buffalo, NY | Sep 2021 - Feb 2023 | 1 |
| Massmutual Life Insurance Co | Buffalo, NY | Jun 2016 - Sep 2021 | 5 |
| Napa Auto Parts | Williamsville, NY | Apr 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- NY
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
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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