linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Corey M Cohee

Citizens Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Corey? Claim Your Profile

About Corey M Cohee

Corey Cohee is a financial advisor at Citizens Securities, Inc. and Clarfeld. Corey Cohee is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2002. Corey Cohee has experience working with a range of clients, including individuals, businesses, and high-net-worth individuals.

Firm Information

Corey Cohee 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Corey Cohee’s Registration & Firm History

MA

03/21/2022 - Present

Citizens Securities, Inc. (Woburn MA)

DE

07/10/2020 - 01/11/2022

EDWARD JONES (WILMINGTON DE)

DE

06/04/2015 - 08/23/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEWARK DE)

PA

10/20/2014 - 05/20/2015

E*TRADE SECURITIES LLC (KING OF PRUSSIA PA)

PA

09/04/2012 - 10/09/2014

FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)

PA

02/25/2004 - 08/27/2012

VANGUARD MARKETING CORPORATION (MALVERN PA)

NY

10/14/2002 - 02/03/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

Not sure if Corey M Cohee is right for you?

Licenses & Designations

BOTH

Issued 10/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2012

Series 7 - General Securities Representative Examination

BC

Issued 10/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey M Cohee.
Not sure if Corey M Cohee is right for you?