Kathryn
Genovese
Citizens Securities, Inc
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About this Advisor
Kathryn Genovese is a financial advisor who works in Old Lyme, Connecticut with a total of 7 years of relevant experience. Genovese is an advisor for Citizens Securities, Inc. Throughout their career, Genovese has worked at Citizens Securities, Inc, First Niagara Bank and Lpl Financial LLC. Genovese maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in Connecticut, Florida, New Hampshire and Rhode Island. Citizens Securities, Inc is an advisory firm that has its headquarters in Hingham, RI. The firm has offices in 1,059 locations and a total of 613 people on staff. It oversees $7 billion in total assets between its 47,802 customer accounts, placing it among the largest firms in the country by assets under management. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically vary depending on the type of services offered. Fees charged by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kathryn Genovese Work History
Kathryn has been registered as a financial advisor for 7 years.*
Citizens Securities, Inc
First Niagara Bank
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kathryn Genovese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citizens Securities, Inc
Westerly, RI
West Bloomfield, MI
Hudson, NH
Monroeville, PA
Medford, NJ
Newton Highlands, MA
Westwood, MA
Fort Washington, PA
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