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Christine Marie Gallagher

Citizens Securities, Inc.

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About Christine Marie Gallagher

Christine Gallagher is a financial advisor with over 25 years of experience in the financial services industry. Christine is currently affiliated with Citizens Securities, Inc. in Westwood, Massachusetts. Christine has held previous roles at several firms, including MetLife Investors Distribution Company, MetLife Securities Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., and Metropolitan Life Insurance Company. Christine is a Series 6, Series 7, and Series 26 licensed representative and holds a SIE designation. Christine specializes in providing financial advice and services to individuals, corporations, and other businesses.

Firm Information

Christine Gallagher 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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Christine Gallagher’s Registration & Firm History

MA

12/13/2016 - Present

Citizens Securities, Inc. (WESTWOOD MA)

MA

01/20/2012 - 01/13/2016

METLIFE INVESTORS DISTRIBUTION COMPANY (BOSTON MA)

MA

09/27/2001 - 12/31/2015

METLIFE SECURITIES INC. (BOSTON MA)

MA

03/04/1997 - 01/02/2015

NEW ENGLAND SECURITIES (BOSTON MA)

CA

01/20/2012 - 09/05/2013

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

01/20/2012 - 09/05/2013

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MA

11/28/2001 - 01/11/2010

WALNUT STREET SECURITIES, INC. (BOSTON MA)

NY

09/27/2001 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

06/28/1999 - 10/09/2001

FULCRUM FINANCIAL ADVISORS, INC. (BOSTON MA)

NY

05/20/1994 - 01/31/1997

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/26/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/19/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Marie Gallagher.
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