linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Ragucci

Citizens Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Ragucci

Mark Ragucci is a financial advisor with over 25 years of experience in the industry. He is currently registered with Citizens Securities, Inc. in Connecticut and Massachusetts. Mark has held previous roles with Citizens Capital Markets, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Fidelity Brokerage Services LLC. He specializes in working with individuals and corporations, offering financial planning, portfolio management, and participation in wrap fee programs.

Firm Information

Mark Ragucci 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Ragucci’s Registration & Firm History

MA

12/08/2015 - Present

Citizens Securities, Inc. (MEDFORD MA)

MA

02/22/2019 - 08/01/2023

CITIZENS CAPITAL MARKETS (BOSTON MA)

MA

10/23/2009 - 08/17/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)

MA

10/20/2004 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)

NY

01/06/2003 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

RI

09/20/1996 - 12/18/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

Not sure if Mark Ragucci is right for you?

Licenses & Designations

IA

Issued 12/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 11/16/2007

Series 23 - General Securities Principal Sales Supervisor

BC

Issued 06/27/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/18/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/19/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Ragucci.
Not sure if Mark Ragucci is right for you?