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Alan Felenchak

Citizens Securities, Inc.

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About Alan Felenchak

Alan Felenchak is a financial professional with over 20 years of experience in the industry. Alan is currently registered with Citizens Securities, Inc. Alan has been with Citizens Securities, Inc. since September of 2023, before that he was with Santander Securities LLC. Alan has a Series 7, Series 63, and Series 65 license. Alan also holds a Series 24 license. Alan has a Certified Financial Planner designation. Alan has experience providing financial advice to individuals, businesses, and high-net-worth clients. Alan offers a variety of financial planning services, including portfolio management, financial planning, and selection of other advisors.

Firm Information

Alan Felenchak is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Felenchak’s Registration & Firm History

MA

12/05/2023 - Present

Citizens Securities, Inc. (BURLINGTON MA)

MA

05/22/2019 - 09/05/2023

SANTANDER SECURITIES LLC (Methuen MA)

NH

03/30/2009 - 05/17/2019

ALLSTATE FINANCIAL SERVICES, LLC (DOVER NH)

MA

07/15/2008 - 12/24/2008

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NH

04/01/2003 - 06/28/2007

EDWARD JONES (HAMPSTEAD NH)

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Licenses & Designations

IA

Issued 03/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Felenchak.
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