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Lori B Motto

Citizens Securities, Inc.

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About Lori B Motto

Lori Motto is an experienced financial professional with a proven track record in the industry. Lori has worked with Citizens Securities, Inc. since 2000. Prior to that, Lori worked with FLEETBOSTON ROBERTSON STEPHENS INC. in San Francisco, CA, Signator Investors, Inc. in Boston, MA, and Fidelity Brokerage Services, Inc. in Smithfield, RI. Lori holds a Series 63, Series 65, Series 24, Series 7, and SIE license and is registered to offer securities and investment advisory services in Massachusetts.

Firm Information

Lori Motto 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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Lori Motto’s Registration & Firm History

MA

07/14/2000 - Present

Citizens Securities, Inc. (WESTWOOD MA)

CA

06/04/1999 - 05/25/2000

FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

MA

03/03/1998 - 04/09/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

RI

04/29/1997 - 01/12/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 09/25/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/13/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori B Motto.
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