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Jeffrey Daren Ragatz

Citizens Securities, Inc.

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About Jeffrey Daren Ragatz

Jeffrey Ragatz is a financial advisor with Citizens Securities, Inc., with a background in the financial services industry since 2020. Jeffrey is registered as a Registered Representative in Pennsylvania and is also licensed as an Investment Advisor Representative. Prior to joining Citizens Securities, Inc., Jeffrey was employed by Trinity Wealth Securities, L.L.C. Jeffrey holds several industry certifications, including the Series 7, 63, 65, and 24 licenses. Jeffrey specializes in providing financial advice to individuals and corporations and is experienced in financial planning, portfolio management, and selection of other advisors.

Firm Information

Jeffrey Ragatz 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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Jeffrey Ragatz’s Registration & Firm History

PA

03/16/2021 - Present

Citizens Securities, Inc. (CONSHOHOCKEN PA)

PA

09/14/2020 - 03/03/2021

TRINITY WEALTH SECURITIES, L.L.C. (Philadelphia PA)

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Licenses & Designations

BC

Issued 10/30/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/01/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/2023

Series 24 - General Securities Principal Examination

BC

Issued 04/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/14/2020

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

BC

Issued 06/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Daren Ragatz.
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