James Matthew Tafelski

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → 08/2017
  Fifth Third Securities
  Clinton Twp, MI
• 09/2017 → Present
  Citizens Securities, Inc.
  Shelby Twp, MI

Previous Registrations

• 2006-12-14 → 2017-09-08
  Fifth Third Securities, Inc.
  Clinton Township, MI
  Troy, MI
  Romeo, MI
  Armada, MI
  Sterling Heights, MI
  Clinton Township, MI
  Sterling Heights, MI
  Troy, MI
  Auburn Hills, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-23
• S63 Uniform Securities Agent State Law Examination
  1994-06-30