Felicia
Stitt
First Citizens Investor Services, Inc
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About this Advisor
Felicia Stitt is a financial advisor based out of Jacksonville, North Carolina with 1 year of relevant experience. Stitt is currently employed by First Citizens Investor Services, Inc. Over the course of their career, they have held roles at Equitable Advisors, LLC, Vitamin Shoppe, Pancho Villa Mexican Restaurant, Red Roof Inn, Little Caesars, University Of North Carolina Wilmington, Muskegon Community College, Fremont Public Schools, First Citizens Investor Services and First Citizens Bank. Stitt has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. First Citizens Investor Services, Inc is a financial advisory firm based in Raleigh, NC. The company has offices in 73 locations and a total of 250 advisors. It handles $2 billion in assets between its 5,949 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 15 charitable organizations. Of its 5,949 client accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually are based on the type of financial services. However, fee types charged by First Citizens Investor Services, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,526,535,778
250
5,949
$256,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Felicia Stitt Work History
Felicia has been registered as a financial advisor for 1 years.*
First Citizens Investor Services
First Citizens Investor Services
First Citizens Bank
Equitable Advisors, LLC
Vitamin Shoppe
Pancho Villa Mexican Restaurant
Red Roof Inn
University Of North Carolina Wilmington
Little Caesars
Muskegon Community College
Fremont Public Schools
*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 Felicia Stitt 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 First Citizens Investor Services, Inc
Charlotte, NC
Wilmington, NC
Charleston, SC
Durham, NC
Charlotte, NC
Hartsville, SC
Raleigh, NC
Raleigh, NC
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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