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Peter Raymond Christie

Citizens Securities, Inc.

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About Peter Raymond Christie

Peter Raymond Christie is a financial advisor with over 25 years of experience in the financial services industry. Peter has held positions at a number of well-known firms, including J.P. Morgan Securities LLC, LPL Financial LLC, and NFP Securities, Inc. Peter currently holds registrations with Citizens Securities, Inc. in Ohio. Peter's expertise includes providing financial planning services, portfolio management for individuals, and selecting other advisors. Peter also participates in a wrap fee program.

Firm Information

Peter Christie 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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Peter Christie’s Registration & Firm History

OH

11/05/2019 - Present

Citizens Securities, Inc. (COLUMBUS OH)

OH

09/09/2016 - 11/14/2019

J.P. MORGAN SECURITIES LLC (NILES OH)

OH

12/18/2009 - 09/19/2016

LPL FINANCIAL LLC (WARREN OH)

OH

07/10/2009 - 12/21/2009

NFP SECURITIES, INC. (WARREN OH)

OH

02/20/2008 - 07/02/2009

THE HUNTINGTON INVESTMENT COMPANY (WARREN OH)

FL

05/31/2007 - 02/26/2008

IFMG SECURITIES, INC. (FT. MYERS FL)

OH

06/30/2004 - 05/21/2007

NATIONAL PLANNING CORPORATION (NILES OH)

NC

04/14/2003 - 07/13/2004

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

OH

07/01/1997 - 05/08/2003

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

OH

09/11/1996 - 07/11/1997

MIDWESTERN INVESTMENT CORPORATION (BEACHWOOD OH)

NY

04/06/1995 - 08/02/1996

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

MI

05/24/1993 - 02/15/1994

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 11/18/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Peter Raymond Christie. Review regulatory record here.
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