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Edward E Carlson

Citizens Securities, Inc.

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About Edward E Carlson

Edward Carlson is a financial advisor at Citizens Securities, Inc. Edward has been working in the financial services industry since 2011. Edward is registered with the state of New York. Edward holds the following licenses: Series 6, Series 7, Series 63, Series 65 and Series 66. Edward has previously worked at LPL Financial LLC, Visions Analysis LLC, PNC Investments, Key Investment Services LLC and Pinnacle Investments, LLC.

Firm Information

Edward Carlson 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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Edward Carlson’s Registration & Firm History

NY

05/20/2024 - Present

Citizens Securities, Inc. (SYRACUSE NY)

NY

10/19/2021 - 05/03/2024

LPL FINANCIAL LLC (BINGHAMTON NY)

NY

07/26/2023 - 04/18/2024

VISIONS ANALYSIS LLC (ENDICOTT NY)

NC

04/07/2021 - 09/03/2021

PNC INVESTMENTS (CLAYTON NC)

NY

10/22/2015 - 04/01/2021

KEY INVESTMENT SERVICES LLC (CORTLAND NY)

NY

07/22/2015 - 10/06/2015

PINNACLE INVESTMENTS, LLC (MARCELLUS NY)

NY

01/21/2011 - 07/15/2015

KEY INVESTMENT SERVICES LLC (SYRACUSE NY)

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Licenses & Designations

IA

Issued 05/18/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2012

Series 7 - General Securities Representative Examination

BC

Issued 01/20/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Edward E Carlson. Review regulatory record here.
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