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Giuseppe Feraco

Citizens Securities, Inc.

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About Giuseppe Feraco

Giuseppe Feraco is a financial advisor who has been working in the industry since 1999. Giuseppe is registered with Citizens Securities, Inc. in Westwood, MA. Giuseppe is also registered as an Investment Advisor Representative (IAR) with Citizens Securities, Inc. in Rhode Island. Prior to joining Citizens Securities, Inc. Giuseppe was a financial advisor with LPL FINANCIAL LLC in Boston, MA. Giuseppe also previously worked for UVEST FINANCIAL SERVICES GROUP, INC., IFMG SECURITIES, INC., VERAVEST INVESTMENTS, INC., NEW ENGLAND SECURITIES and ALLMERICA INVESTMENTS, INC. Giuseppe has a wide range of experience in the financial industry, and is dedicated to providing his clients with the best possible service.

Firm Information

Giuseppe Feraco 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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Giuseppe Feraco’s Registration & Firm History

MA

04/10/2015 - Present

Citizens Securities, Inc. (WESTWOOD MA)

MA

04/24/2012 - 02/24/2015

LPL FINANCIAL LLC (BOSTON MA)

NC

05/01/2008 - 04/24/2012

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NY

05/16/2006 - 05/02/2008

IFMG SECURITIES, INC. (PURCHASE NY)

MA

09/10/2004 - 05/08/2006

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

NY

08/13/2002 - 09/20/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

07/07/1997 - 07/12/2002

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 04/02/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/03/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Giuseppe Feraco.
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