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Melissa Ann Bell

Citizens Securities, Inc.

Clinton Township, MI

Westwood, MA

CRD 6622509

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-09-30
  • MI RA
    APPROVED
    Since 2020-09-30

Branch Locations

36520 Moravian Drive Mailstop: Mib789, Clinton Township, MI 48035 • United States

200 Station Drive, Westwood, MA 02090 • 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
Huntington National Bank Shelby Twp MI 05/2013 12/2018
The Huntington Investment Company Columbus OH 03/2016 12/2018
Citizens Securities, Inc. Clinton Twp MI 12/2018 05/2024
Citizens Securities, Inc. Clinton Twp MI 05/2024 Present
  • 05/2013 → 12/2018
    Huntington National Bank
    Shelby Twp, MI
  • 03/2016 → 12/2018
    The Huntington Investment Company
    Columbus, OH
  • 12/2018 → 05/2024
    Citizens Securities, Inc.
    Clinton Twp, MI
  • 05/2024 → Present
    Citizens Securities, Inc.
    Clinton Twp, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-29
S63 Uniform Securities Agent State Law Examination 2016-06-15
  • S65 Uniform Investment Adviser Law Examination
    2020-09-29
  • S63 Uniform Securities Agent State Law Examination
    2016-06-15
Other Names
  • Melissa Ann Cebulski

View on SEC IAPD

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ERIC JASON ZIMMERMAN
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Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Clinton Township, MI
VIRTUE CAPITAL MANAGEMENT, LLC · Clinton Township, MI
EDWARD JONES · Macomb, MI

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