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Michael Stephen Leone

Citizens Securities, Inc.

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About Michael Stephen Leone

Michael Leone is a financial advisor with Citizens Securities, Inc., and has been in the industry since May 29, 1991. Michael Leone is registered in Connecticut, Florida, Maine, New Hampshire, and North Carolina. Michael Leone holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Michael Leone has experience providing financial planning and portfolio management for individuals and has previously worked at BANCNORTH INVESTMENT GROUP, INC., PRIMEVEST FINANCIAL SERVICES, INC., QUICK & REILLY, INC., and EATON VANCE DISTRIBUTORS, INC. Michael Leone currently works in the Malden branch of Citizens Securities, Inc.

Firm Information

Michael Leone 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 Leone’s Registration & Firm History

MA

10/11/2018 - Present

Citizens Securities, Inc. (MALDEN MA)

NH

01/01/2005 - 10/04/2007

BANCNORTH INVESTMENT GROUP, INC. (DOVER NH)

MN

09/11/2003 - 01/01/2005

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

NY

05/15/2000 - 09/22/2003

QUICK & REILLY, INC. (NEW YORK NY)

MA

11/01/1996 - 05/12/2000

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

MA

07/08/1993 - 11/01/1996

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

MA

05/22/1991 - 07/01/1993

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

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Licenses & Designations

IA

Issued 02/01/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/20/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Stephen Leone.
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