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John T Valentine

Citizens Securities, Inc.

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About John T Valentine

John T Valentine is an active investment advisor representative with Citizens Securities, Inc.. John T Valentine is registered in Rhode Island. John T Valentine has been in the securities industry since May 27, 2004. John T Valentine is also registered with the state of Rhode Island. Before joining Citizens Securities, Inc. John T Valentine was employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and QUICK & REILLY, INC.

Firm Information

John Valentine 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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John Valentine’s Registration & Firm History

RI

05/16/2024 - Present

Citizens Securities, Inc. (JOHNSTON RI)

MA

08/12/2009 - 12/01/2023

CITIZENS SECURITIES, INC. (BOSTON MA)

MA

10/20/2004 - 08/25/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (WINTHROP MA)

NY

12/15/2003 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/29/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John T Valentine. Review regulatory record here.
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