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Joann Palacino-chong

Citizens Securities, Inc.

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About Joann Palacino-chong

Joann Palacino-chong is a financial advisor with over 23 years of experience in the financial services industry. Joann is currently registered with Citizens Securities, Inc. and is licensed in Florida and Pennsylvania. Joann offers a wide range of financial services to individuals, families, and businesses. These services include financial planning, portfolio management, and selection of other advisors. Joann is committed to helping clients achieve their financial goals.

Firm Information

Joann Palacino-chong 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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Joann Palacino-chong’s Registration & Firm History

PA

03/07/2022 - Present

Citizens Securities, Inc. (Pittsburgh PA)

FL

09/04/2013 - 02/18/2022

HSBC SECURITIES (USA) INC. (FORT LAUDERDALE FL)

FL

05/29/2007 - 06/07/2013

CITIGROUP GLOBAL MARKETS INC. (CORAL SPRINGS FL)

FL

07/21/1999 - 05/29/2007

CITICORP INVESTMENT SERVICES (MIAMI FL)

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Licenses & Designations

BC

Issued 08/10/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/07/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joann Palacino-chong.
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