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Robert A Munoz

Citizens Securities, Inc.

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About Robert A Munoz

Robert A. Munoz is a financial advisor currently working for Citizens Securities, Inc., located in New London, CT. Robert has been in the industry since November 2015. He holds a Series 6, Series 7TO, Series 63, and Series 65 license. His areas of expertise include portfolio management for individuals, financial planning, and selection of other advisors. Robert is registered in the states of Connecticut, Florida, Massachusetts, New Jersey, New York, and Rhode Island. Robert's experience at Citizens Securities, Inc. spans several years, and he was also previously registered with the firm from 2015 to 2019.

Firm Information

Robert Munoz 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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Robert Munoz’s Registration & Firm History

CT

12/13/2019 - Present

Citizens Securities, Inc. (GROTON CT)

RI

11/02/2015 - 12/02/2019

CITIZENS SECURITIES, INC. (CRANSTON RI)

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Licenses & Designations

IA

Issued 10/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert A Munoz.
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