Edward
Carlson
Citizens Securities, Inc
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About this Advisor
Edward Carlson is a financial advisor based in Syracuse, New York, working with Citizens Securities, Inc. Edward has previously held positions at Key Investment Services LLC, Pinnacle Investments, LLC, Keybank, Key Investment Services, LLC, Pnc Investments, LLC, Visions Investments, LLC, Lpl Financial LLC, Visions Analysis LLC, and Citizens Securities Inc. Edward has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in New York. Currently, Edward is part of Citizens Securities, Inc, which operates out of Syracuse, New York. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including 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
Edward Carlson Work History
Citizens Securities Inc
Visions Analysis LLC
Visions Investments, LLC
Lpl Financial LLC
Pnc Investments, LLC
Key Investment Services LLC
Keybank
Key Investment Services, LLC
Pinnacle Investments, LLC
Key Investment Services LLC
Key Investment Services LLC
Disclosures
Please visit the SEC profile of Edward Carlson 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
Woburn, MA
Fort Washington, PA
Cranston, RI
Syracuse, NY
Johnston, RI
Monroeville, PA
Fort Washington, PA
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