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James Arvid Marks

Citizens Securities, Inc.

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About James Arvid Marks

James Marks is a financial advisor with Citizens Securities, Inc. and Clarfeld. He has been in the financial industry since 2003 and has a wealth of experience in providing financial planning and investment management services. James has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. James is committed to providing personalized financial advice and services to his clients and is dedicated to helping them make informed financial decisions.

Firm Information

James Marks 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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James Marks’s Registration & Firm History

PA

10/17/2024 - Present

Citizens Securities, Inc. (PITTSBURGH PA)

PA

06/02/2016 - 01/08/2020

CITIZENS SECURITIES, INC. (PITTSBURGH PA)

PA

07/02/2007 - 04/07/2010

MBSC SECURITIES CORPORATION (PITTSBURGH PA)

PA

03/12/2003 - 07/02/2007

MBSC, LLC (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 10/25/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/10/2003

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Arvid Marks.
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