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Reina Alvarez

Citizens Securities, Inc.

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About Reina Alvarez

Reina Alvarez is a financial advisor with over 8 years of experience in the financial services industry. Reina has a strong background in providing financial advice to individuals and corporations. Reina currently holds licenses to offer investment advice and securities products in 27 states. Reina is registered with Citizens Securities, Inc. and is also a registered representative of FINRA. Reina has been registered with FINRA since 2018. Reina has been registered as an Investment Advisor Representative since 2018. Reina was previously employed with First Republic Securities Company, LLC, and UBS Financial Services Inc. Reina has experience providing financial planning and investment management services. Reina has been with Citizens Securities, Inc. since January 2025.

Firm Information

Reina Alvarez 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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Reina Alvarez’s Registration & Firm History

MA

01/13/2025 - Present

Citizens Securities, Inc. (WESTWOOD MA)

CA

09/28/2018 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 08/07/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/06/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reina Alvarez.
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