Deanna Marie Sekovski

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

• 03/2018 → 02/2019
  Citizens Bank
  Rochester, NY
• 03/2018 → 02/2019
  Citizens Securities, Inc.
  Syracuse, NY
• 07/2019 → 07/2021
  J.P. Morgan Securities, Llc
  Fairport, NY
• 02/2019 → 07/2021
  Jpmorgan Chase Bank, N.A.
  Fairport, NY
• 05/2016 → 05/2018
  Irondequoit Wellness Center/ Failing Chiropractic
  Irondequoit, NY
• 07/2021 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 03/2024 → 08/2024
  Wells Fargo Clearing Services, Llc
  Oakton, VA
• 03/2024 → 08/2024
  Wells Fargo Bank, Na
  Oakton, VA
• 10/2022 → 03/2024
  Bank Of America
  Washington, DC
• 08/2024 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 01/2025 → 05/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Victor, NY
• 05/2026 → Present
  Citizens Securities, Inc
  Westwood, MA
• 05/2026 → Present
  Citizens Bank
  Victor, NY

Previous Registrations

• 2024-10-02 → 2026-05-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsford, NY
  Washington, DC
• 2024-05-16 → 2024-08-27
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Oakton, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-16
• S63 Uniform Securities Agent State Law Examination
  2018-05-29

Other Names

• Deanna Sekovski
• Deanna Gunderson
• Deanna Marie Gunderson
• Deanna M Sekovski
• Deanna Marie Sekovski