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Joshua Edward Meyer

Citizens Securities, Inc.

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About Joshua Edward Meyer

Joshua Meyer is a financial professional with over 14 years of experience in the financial services industry. Joshua is currently registered with Citizens Securities, Inc. as a Registered Representative. He is also a Registered Investment Advisor and holds several professional licenses, including the Series 6, 7TO, 26, 63, and 65 exams. Joshua has previously held positions with PNC Investments and W&S Brokerage Services, Inc. Joshua specializes in providing financial planning services, portfolio management, and selection of other advisors for both individuals and corporations.

Firm Information

Joshua Meyer 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 Meyer’s Registration & Firm History

PA

01/25/2019 - Present

Citizens Securities, Inc. (PLEASANT HILLS PA)

PA

10/24/2014 - 11/01/2018

PNC INVESTMENTS (WASHINGTON PA)

WV

08/03/2005 - 10/24/2014

W&S BROKERAGE SERVICES, INC. (WHEELING WV)

OH

10/13/2004 - 01/19/2005

FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 01/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Edward Meyer.
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