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Marc A Weintraub

Citizens Securities, Inc.

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About Marc A Weintraub

Marc Weintraub is a financial professional with over a decade of experience in the securities industry. Marc is currently registered with Citizens Securities, Inc. in Freehold, NJ. Marc previously worked at IDB CAPITAL CORP., INFINEX INVESTMENTS, INC., CITIGROUP GLOBAL MARKETS INC., J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Marc has a broad range of experience in the financial services industry. Marc holds a Series 6, 7, 63, and SIE license and is qualified to offer a variety of financial products and services to individuals and businesses.

Firm Information

Marc Weintraub 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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Marc Weintraub’s Registration & Firm History

NJ

04/20/2023 - Present

Citizens Securities, Inc. (FREEHOLD NJ)

NY

04/01/2019 - 01/06/2022

IDB CAPITAL CORP. (NEW YORK NY)

NY

08/16/2017 - 03/20/2019

INFINEX INVESTMENTS, INC. (New yOrk NY)

NY

11/05/2015 - 08/10/2017

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

10/01/2012 - 11/12/2015

J.P. MORGAN SECURITIES LLC (OLD BRIDGE NJ)

NJ

01/25/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (FREEHOLD NJ)

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Licenses & Designations

BC

Issued 01/07/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2017

Series 7 - General Securities Representative Examination

BC

Issued 01/21/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc A Weintraub.
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