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Laura Kristine Santelli

Citizens Securities, Inc.

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About Laura Kristine Santelli

Laura Kristine Santelli is a registered representative with Citizens Securities, Inc. Laura has been in the securities industry since January 24, 2003. Laura is a Registered Representative and Investment Advisor Representative in the states of Arizona, Florida, Maryland, Nevada, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina and West Virginia. Laura has worked for several firms including LPL Financial LLC and PRUCO SECURITIES, LLC. Laura has a series 6, 7, 63, 65 and 66 license and also holds the SIE license.

Firm Information

Laura Santelli 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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Laura Santelli’s Registration & Firm History

PA

01/08/2021 - Present

Citizens Securities, Inc. (STROUDSBURG PA)

PA

02/05/2009 - 04/22/2015

LPL FINANCIAL LLC (LAKE ARIEL PA)

PA

01/02/2003 - 01/13/2009

PRUCO SECURITIES, LLC. (MAYFIELD PA)

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Licenses & Designations

BOTH

Issued 11/03/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/14/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/21/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Kristine Santelli.
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