James
Cuoco
Citizens Securities, Inc
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About this Advisor
James Cuoco is a financial advisor based in Providence, Rhode Island, working with Citizens Securities, Inc. James has previously held a position at Citizens Securities, Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, Florida, New Hampshire, New York, Rhode Island, and Virginia. Currently, James is part of Citizens Securities, Inc, which operates out of Providence, Rhode Island. 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
James Cuoco Work History
Citizens Securities, Inc
Disclosures
Please visit the SEC profile of James Cuoco 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
Johnston, RI
Fort Washington, PA
Cranston, RI
Syracuse, NY
Clinton Township, MI
Monroeville, PA
Fort Washington, PA
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