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Ganawan Ismail

Citizens Securities, Inc.

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About Ganawan Ismail

Ganawan Ismail is a financial professional with over three years of experience in the securities industry. Ganawan holds a Series 63 and Series 6TO license, and is currently registered with Citizens Securities, Inc. Ganawan has previously worked at J.P. MORGAN SECURITIES LLC. Ganawan specializes in providing financial advice and portfolio management services to individuals and corporations. Ganawan works with clients of all asset levels, from high-net-worth individuals to individuals with modest assets. Ganawan is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Ganawan Ismail 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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Ganawan Ismail’s Registration & Firm History

PA

11/02/2023 - Present

Citizens Securities, Inc. (WARRINGTON PA)

PA

03/13/2020 - 11/08/2023

J.P. MORGAN SECURITIES LLC (Doylestown PA)

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Licenses & Designations

BC

Issued 06/08/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ganawan Ismail. Review regulatory record here.
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