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Colleen M Donahue

Citizens Securities, Inc.

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About Colleen M Donahue

Colleen Donahue is a financial advisor associated with Citizens Securities, Inc.. Colleen has been in the financial industry since 1998. Colleen holds a Series 7, Series 24 and Series 63 license. Colleen also holds a Series 65 license. Colleen's primary business is providing financial planning and portfolio management services for individuals. Colleen has been affiliated with Citizens Securities, Inc. since 2009. Previously Colleen worked for CCO INVESTMENT SERVICES CORP. and DREYFUS SERVICE CORPORATION.

Firm Information

Colleen Donahue 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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Colleen Donahue’s Registration & Firm History

RI

11/02/2009 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

10/17/2001 - 01/30/2009

CCO INVESTMENT SERVICES CORP. (SMITHFIELD RI)

NY

04/21/1997 - 10/11/2001

DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/05/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colleen M Donahue.
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