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Edward Francis Pero

Citizens Securities, Inc.

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About Edward Francis Pero

Edward Francis Pero is a financial advisor who has been in the financial services industry since 1995. Edward is currently registered with Citizens Securities, Inc. and has branch offices in Fairlawn, Wadsworth, Medina, and Akron, Ohio. Prior to joining Citizens Securities, Inc., Edward was employed by KEY INVESTMENT SERVICES LLC, McDonald Investments Inc. and First Union Securities, Inc. Edward holds Series 7, Series 63, and Series 65 licenses and has expertise in providing financial planning, investment advisory services, and selection of other advisors.

Firm Information

Edward Pero 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 Pero’s Registration & Firm History

OH

12/24/2024 - Present

Citizens Securities, Inc. (FAIRLAWN OH)

OH

01/03/2006 - 06/13/2013

KEY INVESTMENT SERVICES LLC (TWINSBURG OH)

OH

01/16/2001 - 12/31/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

MO

05/30/1997 - 01/22/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

12/15/1995 - 06/12/1997

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 10/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Edward Francis Pero. Review regulatory record here.
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