Puneet
Singh
Citizens Securities, Inc
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About this Advisor
Puneet Singh is a financial advisor based in Cambridge, Massachusetts, working with Citizens Securities, Inc. Puneet has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Webster Bank, Citizens Bank, Whole Foods, New World, Appco, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, and Citizens Securities, Inc. Puneet has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, Florida, Maine, New Hampshire, New Jersey, and Rhode Island. Currently, Puneet is part of Citizens Securities, Inc, which operates out of Cambridge, 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
Puneet Singh Work History
Citizens Securities, Inc
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Webster Bank
Citizens Bank
Whole Foods
New World
Appco
Disclosures
Please visit the SEC profile of Puneet Singh 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
Clinton Township, MI
Woburn, MA
Fort Washington, PA
Cranston, RI
Syracuse, NY
Johnston, RI
Monroeville, PA
Fort Washington, PA
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