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Paul Christopher Mottola

Citizens Securities, Inc.

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About Paul Christopher Mottola

Paul Christopher Mottola is a financial advisor who has been in the industry since November 27, 1992. He currently works at Citizens Securities, Inc. located in Fort Washington, PA. Previously, Paul has worked at Entoro Securities, LLC, INCAPITAL LLC, XMS Capital Partners, LLC, Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul holds Series 63, Series 53, Series 24, Series 52TO, SIE and Series 7 licenses. He is registered in Pennsylvania and New Jersey.

Firm Information

Paul Mottola 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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Paul Mottola’s Registration & Firm History

PA

04/24/2024 - Present

Citizens Securities, Inc. (Fort Washington PA)

TX

02/18/2021 - 02/02/2024

ENTORO SECURITIES, LLC (HOUSTON TX)

FL

04/12/2018 - 09/24/2019

INCAPITAL LLC (BOCA RATON FL)

IL

07/10/2017 - 04/02/2018

XMS CAPITAL PARTNERS, LLC (CHICAGO IL)

NY

12/04/2015 - 01/17/2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)

NY

01/20/2010 - 12/04/2015

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

08/30/1990 - 12/04/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/18/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/01/1998

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 08/28/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Christopher Mottola.
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