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Katy Demarco biddle

Citizens Securities, Inc.

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About Katy Demarco biddle

Katy Demarco Biddle is a financial advisor with over 15 years of experience. Katy is currently registered with Citizens Securities, Inc. in Pennsylvania and several other states. Katy has experience in various financial services areas including investments and financial planning. Previous employment includes Lincoln Investment, TIAA-CREF, PNC Investments, and NatCity Investments. Katy holds the Series 6, Series 7, and Series 66 licenses as well as the SIE exam.

Firm Information

Katy Demarco biddle 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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Katy Demarco biddle’s Registration & Firm History

PA

12/12/2022 - Present

Citizens Securities, Inc. (MONROEVILLE PA)

PA

01/04/2021 - 03/28/2022

LINCOLN INVESTMENT (Sewickley PA)

PA

10/05/2015 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)

PA

02/07/2012 - 09/22/2015

CITIZENS SECURITIES, INC. (PITTSBURGH PA)

PA

11/13/2009 - 02/03/2012

PNC INVESTMENTS (SARVER PA)

PA

03/12/2008 - 11/13/2009

NATCITY INVESTMENTS, INC. (SARVER PA)

PA

11/15/2007 - 03/07/2008

FIFTH THIRD SECURITIES, INC. (PITTSBURGH PA)

PA

04/17/2007 - 10/16/2007

NATCITY INVESTMENTS, INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 06/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2010

Series 7 - General Securities Representative Examination

BC

Issued 04/16/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Katy Demarco biddle. Review regulatory record here.
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