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Meghan Howland Forrester

Citizens Securities, Inc.

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About Meghan Howland Forrester

Meghan Forrester is a financial advisor registered with Citizens Securities, Inc. in Rhode Island. Meghan has been in the industry since December 2016 and has experience with Citizens Securities, Inc., Raymond James Financial Services, Inc. and Santander Securities LLC. Meghan holds Series 6, 7TO, 63 and 65 licenses. In addition to her Series 65 license, Meghan is registered as an investment advisor representative in Rhode Island. Meghan currently works with high net worth individuals, corporations or other businesses and individuals other than high net worth.

Firm Information

Meghan Forrester 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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Meghan Forrester’s Registration & Firm History

RI

05/28/2024 - Present

Citizens Securities, Inc. (JOHNSTON RI)

MA

05/30/2023 - 06/07/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)

RI

11/05/2018 - 05/30/2023

CITIZENS SECURITIES, INC. (JOHNSTON RI)

MA

12/22/2016 - 11/13/2018

SANTANDER SECURITIES LLC (NEW BEDFORD MA)

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Licenses & Designations

IA

Issued 12/29/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2022

Series 24 - General Securities Principal Examination

BC

Issued 08/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meghan Howland Forrester.
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