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Rebecca L Bear

Citizens Securities, Inc.

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About Rebecca L Bear

Rebecca Bear is a financial advisor with over 19 years of experience in the industry. Rebecca is currently registered with Citizens Securities, Inc., where she has been working since March 2023. Prior to joining Citizens Securities, Inc., she was a financial advisor at TD PRIVATE CLIENT WEALTH LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PNC INVESTMENTS. Rebecca is also a board member and secretary of the Institute for Human Resources and a school board director for the East Stroudsburg School Board.

Firm Information

Rebecca Bear 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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Rebecca Bear’s Registration & Firm History

PA

03/15/2023 - Present

Citizens Securities, Inc. (Fort Washington PA)

NJ

09/02/2021 - 03/13/2023

TD PRIVATE CLIENT WEALTH LLC (Marlton NJ)

PA

04/23/2019 - 08/17/2021

CITIZENS SECURITIES, INC. (QUAKERTOWN PA)

NJ

04/17/2017 - 05/01/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)

NJ

12/07/2016 - 03/08/2017

PNC INVESTMENTS (PHILLIPSBURG NJ)

PA

10/23/2009 - 07/19/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILKES BARRE PA)

NJ

02/14/2005 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CRANFORD NJ)

NY

03/05/2004 - 04/15/2005

IFMG SECURITIES, INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/07/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/04/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca L Bear.
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