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Joseph Salehi

Citizens Securities, Inc.

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About Joseph Salehi

Joseph Salehi is a financial professional with over 12 years of experience in the financial services industry. Joseph currently works at Citizens Securities, Inc. in the Fort Washington, PA branch office. Prior to joining Citizens Securities, Inc., Joseph worked at J.P. Morgan Securities LLC, Citigroup Global Markets Inc., Santander Securities LLC, and Chase Investment Services Corp. Joseph specializes in providing financial planning, portfolio management, and selection of other advisors services to individuals, corporations or other businesses and high net worth individuals.

Firm Information

Joseph Salehi 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 Salehi’s Registration & Firm History

PA

12/16/2022 - Present

Citizens Securities, Inc. (Fort Washington PA)

NY

06/01/2018 - 12/07/2022

J.P. MORGAN SECURITIES LLC (LINDENHURST NY)

NY

05/11/2017 - 07/06/2018

CITIGROUP GLOBAL MARKETS INC. (SMITHTOWN NY)

NY

05/14/2015 - 05/03/2017

SANTANDER SECURITIES LLC (GREAT NECK NY)

NY

11/20/2013 - 02/20/2015

SANTANDER SECURITIES LLC (BAYSIDE NY)

NY

10/01/2012 - 10/30/2013

J.P. MORGAN SECURITIES LLC (CARLE PLACE NY)

NY

06/16/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CARLE PLACE NY)

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Licenses & Designations

BOTH

Issued 06/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/14/2010

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 Salehi.
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