Fabricio
Jimenez
Citizens Securities, Inc
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About this Advisor
Fabricio Jimenez is a financial advisor based out of Miami, Florida with a total of 1 year of relevant experience. Jimenez currently works for Citizens Securities, Inc. Over the course of their career, Jimenez has held roles at E.S. Financial Services, Inc, Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Espirito Santo Bank, Espirito Santo Investment Advisor Inc, Brickell Bank, Brickell Global Markets, Inc, Brickell Global Advisory, Inc, Brickell Global Insurance, Inc, Hsbc Bank Usa Na, Hsbc Securities Usa Inc, Pruco Securitis LLC, Prudential Insurance Company Of America, Td Bank N.A, Td Private Client Wealth LLC and Citizens Bank. Jimenez holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Georgia. Citizens Securities, Inc is a business operating out of Hingham, RI. The firm has offices in 1,059 locations and a total of 613 advisors. It administers $7 billion in assets under management between its 47,802 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Citizens Securities, Inc performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fee types billed 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
Fabricio Jimenez Work History
Fabricio has been registered as a financial advisor for 1 years.*
Citizens Bank
Td Bank N.A
Td Private Client Wealth LLC
Pruco Securitis LLC
Prudential Insurance Company Of America
Hsbc Bank Usa Na
Hsbc Securities Usa Inc
Brickell Bank
Brickell Global Advisory, Inc
Brickell Global Markets, Inc
Brickell Global Insurance, Inc
Espirito Santo Investment Advisor Inc
Brickell Bank
Brickell Global Markets, Inc
Brickell Global Advisory, Inc
E.S. Financial Services, Inc
Espirito Santo Bank
Espirito Santo Bank
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
*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 Fabricio Jimenez 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
Westwood, MA
Westerly, RI
Hudson, NH
Johnston, RI
Westerly, RI
Philadelphia, PA
Westwood, MA
Monroeville, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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