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Joseph Anthony Wrzosek

Citizens Securities, Inc.

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About Joseph Anthony Wrzosek

Joseph Anthony Wrzosek is a registered investment advisor representative with Citizens Securities, Inc. Joseph has been in the industry since 1993. Joseph's previous experience includes roles with Key Investment Services LLC, M&T Securities, Inc., Cadaret, Grant & Co., Inc., HSBC Securities (USA) Inc., and several other firms. Joseph holds the Series 6, 7, 24, 63 and 65 licenses.

Firm Information

Joseph Wrzosek 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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Joseph Wrzosek’s Registration & Firm History

NY

06/09/2021 - Present

Citizens Securities, Inc. (SYRACUSE NY)

NY

08/14/2019 - 06/02/2021

KEY INVESTMENT SERVICES LLC (DEPEW NY)

NY

06/22/2010 - 07/02/2019

M&T SECURITIES, INC. (BUFFALO NY)

NY

07/23/2008 - 06/08/2010

CADARET, GRANT & CO., INC. (WILLIAMSVILLE NY)

NY

02/18/2005 - 07/08/2008

HSBC SECURITIES (USA) INC. (DEPEW NY)

MA

10/20/2004 - 01/04/2005

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

NY

11/16/2001 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

04/09/1999 - 11/27/2001

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

10/23/1996 - 04/08/1999

MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)

MD

12/09/1993 - 10/18/1996

M&T SECURITIES, INC. (BALTIMORE MD)

NY

11/07/1994 - 05/01/1995

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NY

09/17/1993 - 11/23/1993

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

MA

05/05/1993 - 09/13/1993

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/05/1993 - 09/13/1993

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/04/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1993

Series 7 - General Securities Representative Examination

BC

Issued 05/04/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Anthony Wrzosek.
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