Jennifer
Botelho
Citizens Securities, Inc
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About this Advisor
Jennifer Botelho is a financial advisor based in Albany, New York, working with Citizens Securities, Inc. Jennifer has previously held positions at Cco Investment Services Corp, Citizens Bank, Citizens Securities Inc, Citizens Securities, Inc, Citizens Bank, N.A, and Citizens Bank, N/A. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Jennifer is part of Citizens Securities, Inc, which operates out of Albany, New York. 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
Jennifer Botelho Work History
Citizens Bank, N/A
Citizens Securities, Inc
Citizens Bank, N.A
Citizens Securities Inc
Citizens Bank
Cco Investment Services Corp
Citizens Bank
Disclosures
Please visit the SEC profile of Jennifer Botelho 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
Uncasville, CT
Clinton Township, MI
Fort Washington, PA
Cranston, RI
Syracuse, NY
Matawan, NJ
Monroeville, PA
Fort Washington, PA
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