Jeremiah
Figueroa

Citizens Securities, Inc

CRD#7606596
Investment Advisor
in Johnston, RI

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About this Advisor

Jeremiah Figueroa is a financial advisor based in Johnston, Rhode Island, working with Citizens Securities, Inc. Jeremiah has previously held positions at Accesso, McDonald's, Big Y Foods, Red Rose Pizza, Enterprise Rent A Car, Fidelity Investments LLC, High School, Massachusetts College Of Liberal Arts, Middle School, and Citizens Securities Inc. Jeremiah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, Florida, 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, and Wisconsin. Currently, Jeremiah is part of Citizens Securities, Inc, which operates out of Johnston, Rhode Island. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including 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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

One Citizens Way Ms: Ri322
Johnston, RI 02919

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

RI Average: $2,813,243,532
Total Number of Employees

613

RI Average: 18
Total Number of Accounts

47,222

RI Average: 609
Average Account Size

$154,888

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jeremiah Figueroa Work History

2023 - Present (2 years)

Citizens Securities Inc

2022 - 2022 (< 1 year)

Red Rose Pizza

2022 - 2023 (1 year)

Fidelity Investments LLC

2021 - 2021 (< 1 year)

Enterprise Rent A Car

2018 - 2022 (4 years)

Big Y Foods

2018 - 2022 (4 years)

Massachusetts College Of Liberal Arts

2017 - 2018 (1 year)

Mcdonalds

2016 - 2016 (< 1 year)

Accesso

2014 - 2018 (4 years)

High School

2012 - 2016 (4 years)

Middle School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeremiah Figueroa 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

David Loughlin
Johnston, RI
Laureen Landgren
West Palm Beach, FL
David Reynolds
Uncasville, CT
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Brian Sullivan
Woburn, MA
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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