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Carla Marina Almeida

Citizens Securities, Inc.

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About Carla Marina Almeida

Carla Marina Almeida is a financial advisor registered with Citizens Securities, Inc. Carla has over 20 years of experience in the financial industry. Carla is licensed in Florida and holds the Series 6, Series 63, and SIE licenses. Carla is also a registered representative of Citizens Securities, Inc. Carla has worked at Citizens Securities, Inc. since 2009. Carla previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and SIGNATOR INVESTORS, INC. Carla is a registered representative of Citizens Securities, Inc. Citizens Securities, Inc. has over 53,000 clients and manages over $9 billion in assets. Carla specializes in financial planning, portfolio management for individuals, and selection of other advisors. Carla is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Carla Almeida 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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Carla Almeida’s Registration & Firm History

FL

08/30/2019 - Present

Citizens Securities, Inc. (Naples FL)

MA

09/28/2009 - 05/31/2019

CITIZENS SECURITIES, INC. (SO. DARTMOUTH MA)

MA

11/10/2005 - 04/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW BEDFORD MA)

MA

05/14/2002 - 11/08/2005

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 12/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Carla Marina Almeida. Review regulatory record here.
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