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Jody Ann Santiago

Citizens Securities, Inc.

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About Jody Ann Santiago

Jody Ann Santiago is a financial professional with over 13 years of experience in the financial services industry. Jody is currently registered with Citizens Securities, Inc. and holds a Series 7, Series 66, and Series 24 license. Previously, Jody was registered with Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Investment Services LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc., VOYA FINANCIAL ADVISORS, INC. and MULTI-FINANCIAL SECURITIES CORPORATION. Jody's primary office is located in Woburn, MA.

Firm Information

Jody Santiago 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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Jody Santiago’s Registration & Firm History

MA

03/07/2022 - Present

Citizens Securities, Inc. (Woburn MA)

CA

06/10/2021 - 02/03/2022

CETERA ADVISORS LLC (EL SEGUNDO CA)

CA

06/10/2021 - 02/03/2022

CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)

CA

06/10/2021 - 02/03/2022

CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)

CA

06/10/2021 - 02/03/2022

FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)

CA

06/09/2021 - 02/03/2022

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

NY

11/19/2008 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (Warners NY)

IA

01/08/2010 - 02/01/2010

FINANCIAL NETWORK INVESTMENT CORPORATION (DES MOINES IA)

IA

01/08/2010 - 02/01/2010

MULTI-FINANCIAL SECURITIES CORPORATION (DES MOINES IA)

IA

11/19/2008 - 12/31/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (DES MOINES IA)

IA

11/19/2008 - 12/31/2009

MULTI-FINANCIAL SECURITIES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 03/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jody Ann Santiago.
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