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Junehee Woo

Citizens Securities, Inc.

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About Junehee Woo

Junehee Woo is a financial advisor registered with Citizens Securities, Inc.. Junehee has been in the securities industry since June 13, 2014. Junehee has passed the Series 63, Series 66 and Series 7 exams. Junehee specializes in providing financial planning services, selecting other advisors, and portfolio management for individuals. Junehee has previously worked at E*TRADE Securities LLC, E*TRADE Capital Management LLC, Edward Jones, and Deutsche Bank Securities Inc.. Junehee is also a Chartered Financial Analyst.

Firm Information

Junehee Woo 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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Junehee Woo’s Registration & Firm History

NY

09/27/2022 - Present

Citizens Securities, Inc. (NEW HYDE PARK NY)

NY

07/26/2019 - 03/21/2022

E*TRADE SECURITIES LLC (Garden City NY)

NY

11/01/2016 - 07/24/2019

EDWARD JONES (ASTORIA NY)

NY

06/14/1999 - 02/08/2000

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

10/29/1997 - 06/14/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NY

11/29/1996 - 03/27/1997

SMITH BARNEY INC. (NEW YORK NY)

NY

07/26/1996 - 11/11/1996

JANSSEN-MEYERS ASSOCIATES, L.P. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Junehee Woo.
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