Valerie
Bouraphael
Citizens Securities, Inc
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About this Advisor
Valerie Bouraphael is a financial advisor working out of Hudson, New Hampshire with a total of 5 years of industry experience. Bouraphael currently works for Citizens Securities, Inc. During their career, the advisor has held roles at Santander Bank Na, Santander Securities LLC, Peoples Bank, Market Basket and Citizens Securities, Inc. Bouraphael maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in Florida, Georgia, Maine, New Hampshire and Rhode Island. Citizens Securities, Inc is a company that has its headquarters in Hingham, RI. The company has offices in 1,059 locations and a total of 613 employees. It handles $7 billion in total assets among its 47,802 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Citizens Securities, Inc offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types 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
Valerie Bouraphael Work History
Valerie has been registered as a financial advisor for 5 years.*
Citizens Securities, Inc
Santander Securities LLC
Santander Bank Na
Peoples Bank
Market Basket
*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 Valerie Bouraphael 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
Hudson, NH
Johnston, RI
Westwood, MA
Philadelphia, PA
Utica, MI
Westwood, MA
Fort Washington, 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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