Patrick
Dunk
Citizens Securities, Inc
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About this Advisor
Patrick Dunk is a financial advisor based in Boston, Massachusetts, working with Citizens Securities, Inc. Patrick has previously held positions at Hobart And William Smith Colleges, Chilmark Community Center, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Lpl Financial LLC, Shepherd Financial Partners, LLC, and Citizens Securities Inc. Patrick has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California, Florida, New Hampshire, New York, Rhode Island, and Washington. Currently, Patrick is part of Citizens Securities, Inc, which operates out of Boston, Massachusetts. 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
Services Offered
Fee Structure
Office Location
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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
Patrick Dunk Work History
Citizens Securities Inc
Lpl Financial LLC
Shepherd Financial Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Chilmark Community Center
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Hobart And William Smith Colleges
Disclosures
Please visit the SEC profile of Patrick Dunk 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
Johnston, RI
Granite Bay, CA
Uncasville, CT
Cranston, RI
Syracuse, NY
West Palm Beach, FL
Monroeville, PA
Fort Washington, PA
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