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Ryan Paul Prokopius

Citizens Securities, Inc.

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About Ryan Paul Prokopius

Ryan Paul Prokopius is an investment advisor representative currently registered with Citizens Securities, Inc.. Ryan has over 20 years of experience in the financial services industry. Ryan has been with Citizens Securities, Inc. since June 2007, serving individuals, high-net-worth individuals, corporations, and businesses. Ryan is also registered as an investment advisor representative in California, Florida, Nevada, and Ohio.

Firm Information

Ryan Prokopius 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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Ryan Prokopius’s Registration & Firm History

OH

04/28/2017 - Present

Citizens Securities, Inc. (NORTH OLMSTEAD OH)

OH

07/06/2005 - 06/22/2007

CHASE INVESTMENT SERVICES CORP. (WILLOWICK OH)

IL

07/22/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

OH

08/07/2003 - 07/16/2004

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

NY

10/12/2001 - 01/07/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 04/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Ryan Paul Prokopius. Review regulatory record here.
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