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Kevin Shope
Senior Vice President/Private Client Division Manager Midwest And Upper Mid Atlantic at Citizens Securities,
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Work Experience
Jan 2008 - Present · 16 years and 11 months
Senior Vice President/Private Client Division Manager Midwest And Upper Mid Atlantic
Jun 2023 - Present · 1 years and 6 months
Investment Sales Director/Svp Midwest Division
Jul 2019 - Present · 5 years and 5 months
Vice President / Senior Regional Sales Manager Ohio
Jan 2008 - Jul 2019 · 11 years and 6 months
Company Details
10000+ Employees
At Citizens Securities, Inc., we recognize that you have multiple financial goals and priorities. So we follow a disciplined approach to help develop a plan based on your current and future financial goals. Our broad array of products and services are used to build your customized portfolio, put your plan into action, and help you live the life you want to live — no matter where you are on your financial journey.   Whether you’re just getting started or already underway investing, a Citizens Securities, Inc. Financial Advisor can help you navigate your financial journey every step of the way. Individuals and families seek our financial guidance for many different reasons, including:   • Professional investment management • Investment diversification • Risk management • Tax efficiency • Access to a wide range of investment and insurance options • Retirement   Securities, Insurance and Investment Advisory Services offered through Citizens Securities, Inc. (“CSI”). CSI is an SEC registered investment adviser and Member-FINRA and SIPC. One Citizens Bank Way, JCB135, Johnston, RI 02919. CSI is an affiliate of Citizens Bank, N.A. Please be aware that the security products offered are different from those offered by a bank and are subject to investment risk, including possible loss of principal amount invested.
Year Founded
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Industry
Financial Services
HQ Location
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Keywords
Financial PlanningInvestment ManagementEstate & Trust Planning ServicesRetirementRisk ManagementInsurance
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