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Eric R Belsky

Citizens Securities, Inc.

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About Eric R Belsky

Eric Belsky is a financial advisor with Citizens Securities, Inc. Eric has been in the financial services industry since August 2006. Eric has a variety of experience, having previously worked at several firms including Santander Securities LLC, LPL Financial LLC, Princor Financial Services Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ameriprise Financial Services, Inc. Eric has a Series 7, Series 66, and SIE license. Eric is registered to provide investment advice in Arizona, California, Connecticut, Florida, Indiana, New Hampshire, North Carolina, Pennsylvania, Rhode Island, and Virginia.

Firm Information

Eric Belsky 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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Eric Belsky’s Registration & Firm History

MA

11/08/2017 - Present

Citizens Securities, Inc. (STOUGHTON MA)

RI

09/19/2012 - 09/27/2013

SANTANDER SECURITIES LLC (RUMFORD RI)

RI

10/04/2011 - 09/19/2012

LPL FINANCIAL LLC (EAST PROVIDENCE RI)

MA

04/14/2009 - 07/07/2011

PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)

MA

04/18/2008 - 02/11/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)

MA

03/14/2006 - 04/02/2008

AMERIPRISE FINANCIAL SERVICES, INC. (QUINCY MA)

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Licenses & Designations

BOTH

Issued 12/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric R Belsky.
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