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Daniel Faris

Citizens Securities, Inc.

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About Daniel Faris

Daniel Faris is a registered representative with Citizens Securities, Inc., a firm headquartered in Johnston, Rhode Island. Daniel has been in the financial services industry since November 2022 and is registered with the state of Vermont as an investment advisor representative. Daniel holds Series 7TO, SIE and Series 66 securities licenses and is specialized in financial planning, selection of other advisers and portfolio management for individuals. Daniel has been employed with Citizens Securities, Inc., since June 2024. Before that, Daniel was a representative at MML Investors Services, LLC in Burlington, Vermont. Daniel also has experience working with MassMutual Life Insurance Company, Cellular Sales Inc., Vermont Systems Inc., Ramuntos, Tesla and Saint Joseph's University.

Firm Information

Daniel Faris 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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Daniel Faris’s Registration & Firm History

VT

07/02/2024 - Present

Citizens Securities, Inc. (WILLISTON VT)

VT

11/02/2022 - 07/11/2024

MML INVESTORS SERVICES, LLC (Burlington VT)

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Licenses & Designations

BOTH

Issued 11/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Faris.
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