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Marina Kumi Smalanskas

Citizens Securities, Inc.

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About Marina Kumi Smalanskas

Marina Smalanskas is a financial professional with over 25 years of experience in the financial services industry. Marina is currently registered with Citizens Securities, Inc. in Conshohocken, Pennsylvania. Prior to joining Citizens Securities, Inc., Marina has also held positions at other firms including LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, SANTANDER SECURITIES LLC, IFMG SECURITIES, INC., FUTURESHARE FINANCIAL LLC, NATHAN & LEWIS SECURITIES, INC., SECURITY FIRST FINANCIAL, INC., BISYS BROKERAGE SERVICES, INC., and SPECTRUM SECURITIES CORPORATION. Marina holds a variety of licenses and certifications, including Series 6, 7, 24, 63 and 65.

Firm Information

Marina Smalanskas 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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Marina Smalanskas’s Registration & Firm History

PA

10/19/2020 - Present

Citizens Securities, Inc. (CONSHOHOCKEN PA)

PA

03/18/2020 - 10/27/2020

LPL FINANCIAL LLC (FREDERICKSBURG PA)

PA

02/14/2018 - 08/22/2019

LPL FINANCIAL LLC (MECHANICSBURG PA)

PA

10/04/2016 - 02/14/2018

INVEST FINANCIAL CORPORATION (MECHANICSBURG PA)

PA

09/19/2012 - 10/14/2016

SANTANDER SECURITIES LLC (HARRISBURG PA)

PA

05/27/2008 - 09/19/2012

LPL FINANCIAL LLC (BRYN MAWR PA)

PA

01/07/2002 - 05/27/2008

IFMG SECURITIES, INC. (MEDIA PA)

NJ

10/01/2001 - 12/03/2001

FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)

NY

08/07/2000 - 10/01/2001

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

CA

02/09/2000 - 08/10/2000

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

MN

02/05/1997 - 05/31/2000

BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)

OH

06/07/1995 - 02/05/1997

SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)

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Licenses & Designations

IA

Issued 11/27/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/06/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marina Kumi Smalanskas.
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