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Elizabeth Rose Rogers

Citizens Securities, Inc.

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About Elizabeth Rose Rogers

Elizabeth Rogers is a financial professional with over 5 years of experience in the industry. Elizabeth is currently registered with Citizens Securities, Inc., and is licensed in New Hampshire, Vermont, and Massachusetts. Elizabeth has previously held positions with Fidelity Brokerage Services LLC and Wells Fargo Clearing Services, LLC. Elizabeth's areas of expertise include financial planning, portfolio management, and selection of other advisers. Elizabeth holds Series 7TO, Series 66, and SIE licenses.

Firm Information

Elizabeth Rogers 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 Rogers’s Registration & Firm History

NH

01/16/2024 - Present

Citizens Securities, Inc. (WEST LEBANON NH)

NH

09/19/2022 - 08/16/2023

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

NH

03/22/2019 - 02/22/2022

WELLS FARGO CLEARING SERVICES, LLC (LEBANON NH)

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Licenses & Designations

BOTH

Issued 09/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Elizabeth Rose Rogers. Review regulatory record here.
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