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Giovanni Baczynski

Citizens Securities, Inc.

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About Giovanni Baczynski

Giovanni Baczynski is a financial advisor at Citizens Securities, Inc., a firm headquartered in Johnston, Rhode Island. With over a decade in the financial industry, Giovanni has a strong understanding of the investment market and focuses on providing clients with personalized financial advice. Giovanni has held previous positions at APW CAPITAL, INC. and FIDELITY BROKERAGE SERVICES LLC, and has experience with a variety of investment strategies. Giovanni holds the Series 7TO, SIE, and Series 63 licenses, and is registered with the state of Massachusetts. Giovanni is committed to providing clients with the knowledge and resources they need to make informed financial decisions.

Firm Information

Giovanni Baczynski 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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Giovanni Baczynski’s Registration & Firm History

MA

03/07/2024 - Present

Citizens Securities, Inc. (WILMINGTON MA)

NH

02/08/2023 - 02/26/2024

APW CAPITAL, INC. (BEDFORD NH)

NH

02/25/2021 - 11/01/2022

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 03/05/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Giovanni Baczynski.
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