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Jo ann Desmarteau

Citizens Securities, Inc.

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About Jo ann Desmarteau

Jo Ann Desmarteau is a financial advisor with over 30 years of experience in the financial services industry. Jo Ann is currently registered with Citizens Securities, Inc. and holds Series 7, 63, and 66 securities licenses. Jo Ann specializes in providing financial advice to individuals, corporations, and high-net-worth clients. Jo Ann is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.

Firm Information

Jo ann Desmarteau 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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Jo ann Desmarteau’s Registration & Firm History

OH

05/16/2017 - Present

Citizens Securities, Inc. (BROADVIEW HEIGHTS OH)

OH

10/01/2012 - 07/28/2015

J.P. MORGAN SECURITIES LLC (SEVEN HILLS OH)

OH

04/20/2006 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SEVEN HILLS OH)

OH

08/03/2001 - 04/18/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (INDEPENDENCE OH)

CA

07/15/1999 - 08/09/2001

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NJ

08/03/1988 - 06/30/1999

COPELAND EQUITIES, INC. (SOMERSET NJ)

NA

01/04/1988 - 10/04/1988

MANEQUITY, INC.

NA

01/21/1987 - 01/04/1988

WRP INVESTMENTS, INC.

NA

03/20/1984 - 08/01/1986

DEAN WITTER REYNOLDS INC.

NA

08/23/1983 - 12/23/1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BOTH

Issued 05/15/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jo ann Desmarteau. Review regulatory record here.
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