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Patricia A. Travis

Citizens Securities, Inc.

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About Patricia A. Travis

Patricia A. Travis has been working in the financial services industry since 2005. Patricia is currently registered with Citizens Securities, Inc. and is located in West Palm Beach, FL. Patricia has a long history in the industry and has held previous roles at firms such as FIRST REPUBLIC SECURITIES COMPANY, LLC, MBSC SECURITIES CORPORATION, and FORTIGENT SECURITIES COMPANY, LLC. Patricia holds Series 7, Series 63, and Series 65 licenses, and has been active in providing financial services for over two decades.

Firm Information

Patricia Travis 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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Patricia Travis’s Registration & Firm History

FL

07/31/2023 - Present

Citizens Securities, Inc. (West Palm Beach FL)

FL

02/19/2016 - 06/16/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (Palm Beach Gardens FL)

FL

08/15/2012 - 12/31/2015

MBSC SECURITIES CORPORATION (PALM BEACH GARDENS FL)

MD

03/31/2010 - 08/31/2010

FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)

MD

03/05/2007 - 04/30/2008

FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)

NY

04/04/2001 - 04/07/2006

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

08/29/2000 - 03/01/2001

CHASE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/18/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia A. Travis.
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