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Joshua Michael Larsen

Citizens Securities, Inc.

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About Joshua Michael Larsen

Joshua Larsen is a financial advisor with over 16 years of experience in the financial services industry. Joshua has been with Citizens Securities, Inc. since June 2020. Joshua has a strong background in securities and investments. Prior to joining Citizens Securities, Inc., Joshua was a financial advisor with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and NatCity Investments, Inc. Joshua is a licensed securities professional with a Series 3, 6, 7, 9, 10, 63, and 66 license. Joshua is a member of the Financial Industry Regulatory Authority (FINRA) and is also a registered investment advisor representative in Michigan.

Firm Information

Joshua Larsen 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 Larsen’s Registration & Firm History

MA

11/08/2023 - Present

Citizens Securities, Inc. (WESTWOOD MA)

MI

05/17/2013 - 06/23/2020

MORGAN STANLEY (FLINT MI)

MI

02/22/2011 - 05/01/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)

MI

10/30/2007 - 07/31/2009

NATCITY INVESTMENTS, INC. (GRANDVILLE MI)

MI

07/16/2007 - 10/24/2007

METLIFE SECURITIES INC. (GRAND RAPIDS MI)

MI

01/01/2004 - 03/07/2007

NATCITY INVESTMENTS, INC. (DELTON MI)

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Licenses & Designations

BOTH

Issued 05/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/27/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2016

Series 3 - National Commodity Futures Examination

BC

Issued 03/16/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/20/2003

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 Michael Larsen.
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