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Jennifer Sue Botelho

Citizens Securities, Inc.

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About Jennifer Sue Botelho

Jennifer Botelho is a registered representative with Citizens Securities, Inc. with 15 years of experience in the financial services industry. Jennifer has held previous roles at LPL Financial LLC and Santander Securities LLC. She is registered with the state of Rhode Island as both a broker-dealer and an investment advisor. Jennifer has a series 6, 7, 63, and 65 licenses, and the SIE exam. Jennifer offers financial planning, selection of other advisers, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Jennifer Botelho 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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Jennifer Botelho’s Registration & Firm History

NY

08/17/2015 - Present

Citizens Securities, Inc. (ALBANY NY)

RI

09/19/2012 - 02/14/2014

SANTANDER SECURITIES LLC (SMITHFIELD RI)

RI

08/13/2008 - 09/19/2012

LPL FINANCIAL LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 04/05/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2014

Series 7 - General Securities Representative Examination

BC

Issued 08/12/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Sue Botelho.
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