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Michael Jason Oliveri

Citizens Securities, Inc.

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About Michael Jason Oliveri

Michael Oliveri is a financial advisor at Citizens Securities, Inc., with over 8 years of experience in the financial services industry. Michael has worked at several well-known firms, including Morgan Stanley, Merrill Lynch, and Santander Securities, LLC. Michael holds a Series 7 and Series 66 license and is registered with the states of Connecticut, Florida, Maryland, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Texas, and the Financial Industry Regulatory Authority (FINRA). Michael specializes in providing financial planning, portfolio management, and selection of other advisors to individuals and businesses.

Firm Information

Michael Oliveri 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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Michael Oliveri’s Registration & Firm History

MA

10/21/2024 - Present

Citizens Securities, Inc. (NO. WALTHAM MA)

MA

06/08/2018 - 03/08/2022

SANTANDER SECURITIES LLC (Dedham MA)

MA

05/01/2015 - 05/21/2018

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

MA

05/03/2014 - 05/15/2015

MORGAN STANLEY (WELLESLEY MA)

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Licenses & Designations

BOTH

Issued 08/22/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Michael Jason Oliveri. Review regulatory record here.
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