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Elizabeth Girvin Hegarty

Citizens Securities, Inc.

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About Elizabeth Girvin Hegarty

Elizabeth Hegarty is a financial advisor currently registered with Citizens Securities, Inc.. Elizabeth has been in the industry since 2010. Elizabeth has worked with several firms in the past, including J.P. MORGAN SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SANTANDER SECURITIES LLC and FIRST CHICAGO INVESTMENT SERVICES, INC.. Elizabeth offers portfolio management for individuals and participates in a wrap fee program. Elizabeth holds the Series 6, 7, 63 and 66 licenses and the SIE exam.

Firm Information

Elizabeth Hegarty 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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Elizabeth Hegarty’s Registration & Firm History

NY

08/04/2020 - Present

Citizens Securities, Inc. (ALBANY NY)

RI

09/12/2019 - 08/05/2020

J.P. MORGAN SECURITIES LLC (Providence RI)

RI

11/22/2017 - 08/06/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

02/20/2014 - 07/27/2017

SANTANDER SECURITIES LLC (East Providence RI)

NA

05/07/1993 - 04/18/1994

FIRST CHICAGO INVESTMENT SERVICES, INC.

NA

02/26/1991 - 11/17/1992

FORTH FINANCIAL SECURITIES, CORPORATION

NA

02/08/1990 - 03/06/1991

BISHOP SECURITIES, INC.

NA

10/21/1987 - 03/19/1988

FIDELITY BROKERAGE SERVICES, INC.

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Licenses & Designations

BOTH

Issued 04/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/20/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Girvin Hegarty.
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