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Paul Emmanuel Coleman

Citizens Securities, Inc.

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About Paul Emmanuel Coleman

Paul Emmanuel Coleman is an active Registered Representative and Investment Advisor Representative with over 20 years of experience. Paul has worked with Citizens Securities, Inc. since 2005. Paul has previously worked with firms such as PFPC DISTRIBUTORS, INC., PROFESSIONAL FUND DISTRIBUTORS CORP., INVESTORS BROKERAGE SERVICES, INC., and HORNOR, TOWNSEND & KENT, INC.. Paul is registered with the Securities and Exchange Commission (SEC) and is licensed to provide financial advice in Delaware, Florida, New Jersey, and Pennsylvania. Paul specializes in providing portfolio management for individuals, selecting other advisers, and participating in wrap fee programs.

Firm Information

Paul Coleman 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 Coleman’s Registration & Firm History

PA

06/28/2017 - Present

Citizens Securities, Inc. (CLIFTON HEIGHTS PA)

ME

05/01/2000 - 10/26/2001

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

DE

01/20/1999 - 05/02/2000

PROFESSIONAL FUND DISTRIBUTORS CORP. (WILMINGTON DE)

IL

12/03/1996 - 10/07/1997

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

PA

08/14/1996 - 11/06/1996

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

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Licenses & Designations

BOTH

Issued 06/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/13/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Emmanuel Coleman. Review regulatory record here.
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