linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Laureen Maebeth Landgren

Citizens Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Laureen? Claim Your Profile

About Laureen Maebeth Landgren

Laureen Landgren is a financial advisor with Citizens Securities, Inc. She has been in the industry since 1999. Laureen is registered in Florida and has a strong track record of success in helping clients reach their financial goals. Laureen has worked with a variety of clients, including individuals, families, and businesses. She is committed to providing her clients with personalized financial advice and services.

Firm Information

Laureen Landgren 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Laureen Landgren’s Registration & Firm History

FL

05/02/2022 - Present

Citizens Securities, Inc. (West Palm Beach FL)

MA

05/02/2017 - 09/08/2021

CITIZENS SECURITIES, INC. (Hudson MA)

MA

03/10/2014 - 01/27/2017

SANTANDER SECURITIES LLC (Worcester MA)

CT

03/13/2009 - 03/14/2014

CCO INVESTMENT SERVICES CORP. (OLD LYME CT)

MA

10/20/2004 - 02/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (MILFORD MA)

NY

09/25/2000 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

MA

08/06/1998 - 09/25/2000

FIS SECURITIES, INC. (BOSTON MA)

Not sure if Laureen Maebeth Landgren is right for you?

Licenses & Designations

BC

Issued 09/04/1998

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/28/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Laureen Maebeth Landgren. Review regulatory record here.
Not sure if Laureen Maebeth Landgren is right for you?