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Joshua David Giuliano

Citizens Securities, Inc.

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About Joshua David Giuliano

Joshua Giuliano is an investment advisor representative with Citizens Securities, Inc. based in Cranston, RI. Joshua is a CERTIFIED FINANCIAL PLANNER™ professional who is licensed in 21 states and the District of Columbia. Joshua has been working in the financial industry since 2004. Joshua is a member of Citizens Securities, Inc. and is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the state regulatory authorities in which he is registered.

Firm Information

Joshua Giuliano 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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Joshua Giuliano’s Registration & Firm History

RI

02/27/2023 - Present

Citizens Securities, Inc. (CRANSTON RI)

RI

11/25/2004 - 03/23/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)

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Licenses & Designations

BOTH

Issued 12/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua David Giuliano.
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