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Christopher Michael Cohen

Citizens Securities, Inc.

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About Christopher Michael Cohen

Christopher Michael Cohen is a Registered Representative with Citizens Securities, Inc. based in Voorhees, NJ. Christopher has been in the financial services industry for over 10 years and has a broad range of experience with a focus on Individual and Business clients. Christopher is registered in New Jersey, Pennsylvania and South Carolina. In addition to providing investment advice, Christopher also offers financial planning services and participates in a Wrap Fee program.

Firm Information

Christopher Cohen 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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Christopher Cohen’s Registration & Firm History

NJ

06/16/2023 - Present

Citizens Securities, Inc. (VOORHEES NJ)

PA

01/27/2016 - 09/13/2019

PFS INVESTMENTS INC. (YORK PA)

IL

04/20/2006 - 06/25/2008

GROUP ONE TRADING, L.P. (CHICAGO IL)

NJ

08/07/2003 - 03/31/2004

DOMESTIC SECURITIES, INC. (MONTVALE NJ)

GA

01/24/2003 - 08/07/2003

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

CA

01/03/2003 - 01/27/2003

ROUND HILL SECURITIES, INC. (ALAMO CA)

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Licenses & Designations

IA

Issued 03/01/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2003

Series 24 - General Securities Principal Examination

BC

Issued 02/26/2003

Series 4 - Registered Options Principal Examination

BC

Issued 10/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/22/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Michael Cohen.
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