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Joel Bernard Boissiere

Citizens Securities, Inc.

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About Joel Bernard Boissiere

Joel Bernard Boissiere is a financial professional with over 10 years of experience in the financial services industry. Joel Boissiere is currently registered with Citizens Securities, Inc. Joel Boissiere holds Series 7TO, SIE, 63 and 65 licenses. Joel Boissiere has worked with a number of other firms in the past, including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, EQUITABLE ADVISORS, LLC, and EDWARD JONES. Citizens Securities, Inc. is an investment advisor registered with the SEC. Citizens Securities, Inc. provides financial planning, portfolio management for individuals, selection of other advisors, and participates in wrap fee programs.

Firm Information

Joel Boissiere 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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Joel Boissiere’s Registration & Firm History

NY

04/26/2023 - Present

Citizens Securities, Inc. (BROOKLYN NY)

NY

10/08/2020 - 04/13/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROOKLYN NY)

NY

01/08/2020 - 09/25/2020

EQUITABLE ADVISORS, LLC (NEW YORK NY)

MO

08/12/2019 - 11/08/2019

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 03/02/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Bernard Boissiere.
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