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Lisa Hegyes

Citizens Securities, Inc.

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About Lisa Hegyes

Lisa Hegyes is a registered investment advisor representative, with a total of 20 years in the financial industry. Lisa is currently employed by Citizens Securities, Inc., based in Johnston, Rhode Island. Lisa holds multiple licenses including Series 6, 7, 63, and 65 and is a licensed advisor in Florida, Pennsylvania, and South Carolina. Lisa has worked for several financial institutions, including PNC Investments and NatCity Investments, Inc. Lisa is a specialist in the areas of mutual funds, variable annuities, and fixed annuities. She provides financial planning and investment advice to individuals and businesses.

Firm Information

Lisa Hegyes 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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Lisa Hegyes’s Registration & Firm History

PA

08/08/2023 - Present

Citizens Securities, Inc. (MONESSEN PA)

PA

11/09/2007 - 05/03/2017

PNC INVESTMENTS (GREENSBURG PA)

PA

09/13/2006 - 06/01/2007

NATCITY INVESTMENTS, INC. (PERRYOPOLIS PA)

RI

05/08/2002 - 09/01/2005

CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)

PA

03/22/2000 - 05/08/2002

DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 06/22/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2009

Series 7 - General Securities Representative Examination

BC

Issued 03/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Hegyes.
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