Invested Better
Unclaimed

Unclaimed

Unclaimed

Linda Sue Bove

Citizens Securities, Inc.

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

About Linda Sue Bove

Linda Bove is an active investment advisor representative registered in Delaware, Florida, Maryland, and Pennsylvania. Linda has been in the industry since 1997 and has worked for several firms, including PNC Investments, Morgan Stanley, Wells Fargo Advisors, LLC, and NYLIFE Securities LLC. Linda is currently registered with Citizens Securities, Inc., which is headquartered in Johnston, Rhode Island. The firm manages over $9 billion in assets and serves clients ranging from individuals to corporations.

Firm Information

Linda Bove 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

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.

Linda Bove’s Registration & Firm History

PA

08/30/2023 - Present

Citizens Securities, Inc. (KENNETT SQUARE PA)

PA

11/24/2021 - 09/01/2023

PNC INVESTMENTS (PITTSBURGH PA)

DE

08/04/2016 - 03/12/2020

MORGAN STANLEY (GREENVILLE DE)

MD

03/19/2015 - 05/04/2016

PNC INVESTMENTS (ELKTON MD)

DE

03/18/2010 - 02/07/2014

WELLS FARGO ADVISORS, LLC (GREENVILLE DE)

DE

07/10/2008 - 02/22/2010

NYLIFE SECURITIES LLC (WILMINGTON DE)

PA

08/03/2005 - 06/05/2008

NATIONWIDE SECURITIES, INC. (KENNETT SQUARE PA)

MO

10/01/2000 - 02/03/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

02/28/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

GA

03/01/1993 - 01/21/2000

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Linda Sue Bove is right for you?

Licenses & Designations

BOTH

Issued 06/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Sue Bove.
Not sure if Linda Sue Bove is right for you?