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Iesha Nicole Thomas

Citizens Securities, Inc.

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About Iesha Nicole Thomas

Iesha Nicole Thomas is a financial advisor registered with Citizens Securities, Inc. Iesha has been working in the financial services industry for over 10 years and is registered to provide investment advice in 52 states. Iesha has experience working with clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Iesha is also registered as an investment advisor representative in 47 states. Iesha’s current and previous affiliations include CUNA Brokerage Services, Inc., PNC Investments, PFS Investments Inc., and MBSC Securities Corporation.

Firm Information

Iesha Thomas 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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Iesha Thomas’s Registration & Firm History

PA

08/16/2022 - Present

Citizens Securities, Inc. (MONROEVILLE PA)

PA

05/18/2022 - 08/22/2022

LPL FINANCIAL LLC (BEAVER PA)

PA

06/07/2018 - 05/18/2022

CUNA BROKERAGE SERVICES, INC. (BEAVER PA)

NC

07/03/2013 - 10/24/2017

PNC INVESTMENTS (CHARLOTTE NC)

PA

01/17/2013 - 07/09/2013

PFS INVESTMENTS INC. (PITTSBURGH PA)

PA

02/08/2012 - 06/05/2012

NEW ENGLAND SECURITIES (PITTSBURGH PA)

PA

02/15/2011 - 02/06/2012

MBSC SECURITIES CORPORATION (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 09/16/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Iesha Nicole Thomas.
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