Kurt
Ro
Citizens Securities, Inc
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About this Advisor
Kurt Ro is a financial advisor operating in West Palm Beach, Florida with a total of 2 years of industry experience. Ro is on the advisory team at Citizens Securities, Inc. Throughout their career, they have worked at Fcm Travel Solutions, Clarifi, Thrivent Investment Management Inc, Thrivent Financial and Citizens Securities, Inc. Ro has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Citizens Securities, Inc is a financial advisory business headquartered in Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It has $7 billion in assets among its 47,802 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Citizens Securities, Inc offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on which service is provided. However, fee types billed 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
Kurt Ro Work History
Kurt has been registered as a financial advisor for 2 years.*
Citizens Securities, Inc
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Fcm Travel Solutions
Clarifi
*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 Kurt Ro 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
Westwood, MA
Westwood, MA
Hudson, NH
Johnston, RI
Westerly, RI
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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