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Eve Szczerepa

Citizens Securities, Inc.

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About Eve Szczerepa

Eve Szczerepa is a financial advisor who has been in the industry since 2001. She has held principal licenses at multiple firms, including Citizens Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She has held a Series 7 and SIE license. Her experience includes serving high net worth individuals, corporations and other businesses.

Firm Information

Eve Szczerepa 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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Eve Szczerepa’s Registration & Firm History

MA

10/09/2012 - Present

Citizens Securities, Inc. (WESTWOOD MA)

RI

10/23/2009 - 10/12/2010

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

RI

10/20/2004 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

NY

03/05/2001 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

RI

04/28/1999 - 03/05/2001

SURETRADE INC. (LINCOLN RI)

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Licenses & Designations

BOTH

Issued 07/16/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/19/2009

Series 24 - General Securities Principal Examination

BC

Issued 03/04/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/17/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/21/2001

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eve Szczerepa.
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