Dexter
De La Rosa
Citizens Securities, Inc
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About this Advisor
Dexter De La Rosa is a financial advisor based in Philadelphia, Pennsylvania, working with Citizens Securities, Inc. Dexter has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Knights Of Columbus, Ashfield Healthcare, Iq Media, Emcare, Scholastic Inc, Bank Of America, N.A, Jpmorgan Chase Bank, Bank Of America N.A, Citizens Securities Inc, and Citizens Bank. Dexter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Dexter is part of Citizens Securities, Inc, which operates out of Philadelphia, Pennsylvania. 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.
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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
Dexter De La Rosa Work History
Citizens Securities Inc
Citizens Bank
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Jpmorgan Chase Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Knights Of Columbus
Ashfield Healthcare
Iq Media
Emcare
Scholastic Inc
Disclosures
Please visit the SEC profile of Dexter De La Rosa 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
Columbus, OH
Fort Washington, PA
Uncasville, CT
Syracuse, NY
Johnston, RI
Cranston, RI
Fort Washington, PA
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