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Megan Elizabeth Robbins

Citizens Securities, Inc.

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About Megan Elizabeth Robbins

Megan Elizabeth Robbins is a registered representative and investment advisor representative with Citizens Securities, Inc., with a focus on serving corporations, individuals, and high-net-worth clients. Megan has been active in the financial industry since 2007, previously holding positions at Key Investment Services. Megan holds the Series 7, Series 63, Series 66, Series 52TO, and Series 53 licenses.

Firm Information

Megan Robbins 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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Megan Robbins’s Registration & Firm History

OH

01/23/2024 - Present

Citizens Securities, Inc. (ROCKY RIVER OH)

OH

08/03/2007 - 01/24/2024

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 03/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2024

Series 4 - Registered Options Principal Examination

BC

Issued 05/11/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/23/2021

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 08/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Elizabeth Robbins.
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