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Margaret Mary Koetzner

Citizens Securities, Inc.

Woburn, MA

Albany, NY

Clifton Park, NY

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-08
  • NY RA
    APPROVED
    Since 2021-04-08

Branch Locations

6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States

Clifton Park, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Charlotte NC 05/2012 09/2016
First Niagara Bank Albany NY 05/2012 09/2016
Key Investment Services Llc Brooklyn OH 09/2016 05/2019
Citizens Securities, Inc. Albany NY 05/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-12
S63 Uniform Securities Agent State Law Examination 2000-11-28
  • S65 Uniform Investment Adviser Law Examination
    2005-10-12
  • S63 Uniform Securities Agent State Law Examination
    2000-11-28
Other Names
  • Margaret Mary Pidel
  • Margaret M Koetzner

View on SEC IAPD

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Other Offices

SINGLE TRACK FINANCIAL, INC. · WOBURN, MA
LPL FINANCIAL LLC · WOBURN, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WOBURN, MA
STONEX ADVISORS INC. · Woburn, MA
J.P. MORGAN SECURITIES LLC · Woburn, MA
BORA CAPITAL, LLC · WOBURN, MA
93 FINANCIAL GROUP, LLC · WOBURN, MA
SAVANT WEALTH MANAGEMENT · Woburn, MA

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