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Joseph Robert Perusse

Citizens Securities, Inc.

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About Joseph Robert Perusse

Joseph Robert Perusse is a financial advisor with Citizens Securities, Inc. based in Barrington, New Hampshire. Joseph is also registered as an investment advisor representative in Connecticut, Florida, Maine, Virginia, and New Hampshire. Joseph has been in the industry since 2011. Joseph has previously worked with NYLIFE SECURITIES LLC, Northwestern Mutual Investment Services, LLC, Edward Jones, THE LEADERS GROUP, INC., METLIFE SECURITIES INC., and GWFS EQUITIES, INC.

Firm Information

Joseph Perusse 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 Perusse’s Registration & Firm History

NH

01/04/2023 - Present

Citizens Securities, Inc. (BARRINGTON NH)

MA

02/20/2017 - 03/22/2019

NYLIFE SECURITIES LLC (WALTHAM MA)

NH

05/04/2016 - 11/03/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTSMOUTH NH)

MA

05/08/2014 - 01/28/2016

EDWARD JONES (AMESBURY MA)

CO

11/17/2011 - 05/09/2014

THE LEADERS GROUP, INC. (LITTLETON CO)

MA

02/11/2009 - 12/23/2009

METLIFE SECURITIES INC. (DANVERS MA)

MA

07/14/2008 - 09/12/2008

GWFS EQUITIES, INC. (ANDOVER MA)

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Licenses & Designations

BOTH

Issued 07/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/11/2008

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 Robert Perusse.
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