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Margaret Mary Koetzner

Citizens Securities, Inc.

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About Margaret Mary Koetzner

Margaret Koetzner is a financial advisor who has been in the industry since 2002. Margaret currently works for Citizens Securities, Inc. and is registered with FINRA as well as the states of New York. Previously, Margaret was employed by Key Investment Services LLC, LPL Financial LLC, HSBC Securities (USA) Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., and GILFORD SECURITIES INCORPORATED. Margaret offers a wide range of financial services, including financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Margaret Koetzner 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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Margaret Koetzner’s Registration & Firm History

MA

04/08/2021 - Present

Citizens Securities, Inc. (Woburn MA)

NY

09/21/2016 - 05/20/2019

KEY INVESTMENT SERVICES LLC (Cohoes NY)

NY

05/18/2012 - 09/21/2016

LPL FINANCIAL LLC (ALBANY NY)

NY

05/16/2011 - 05/15/2012

HSBC SECURITIES (USA) INC. (ALBANY NY)

NY

10/23/2009 - 12/06/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LATHAM NY)

NY

10/20/2004 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)

NY

08/03/2004 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

09/18/2000 - 09/08/2003

GILFORD SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/12/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/05/2007

Series 4 - Registered Options Principal Examination

BC

Issued 09/12/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Mary Koetzner.
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