Stephanie
Marcello
Citizens Securities, Inc
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About this Advisor
Stephanie Marcello is a financial advisor based in Old Lyme, Connecticut, working with Citizens Securities, Inc. Stephanie has previously held positions at Cco Investment Services Corp, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Citizens Securities Inc, and Citizens Securities, Inc. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Stephanie is part of Citizens Securities, Inc, which operates out of Old Lyme, Connecticut. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Stephanie Marcello Work History
Citizens Securities, Inc
Citizens Securities, Inc
Bank Of America, N.A
Citizens Securities Inc
Cco Investment Services Corp
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Stephanie Marcello 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
Matawan, NJ
Johnston, RI
Uncasville, CT
Cranston, RI
Syracuse, NY
Johnston, RI
Monroeville, PA
Fort Washington, PA
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