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Samuel Osapa Yawson

Citizens Securities, Inc.

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About Samuel Osapa Yawson

Samuel Osapa Yawson is a financial advisor currently registered with Citizens Securities, Inc. based in Hadley, MA. Samuel has been in the financial services industry since December 31, 2012. Previously, Samuel worked for MML Investors Services, LLC in Springfield, MA and Pruco Securities, LLC in South Windsor, CT. Samuel is registered in Connecticut, Massachusetts, New York and Rhode Island. Samuel holds the Series 6, 7TO, 63, and 66 securities licenses. Samuel specializes in providing financial advice to individuals, high net worth individuals, corporations or businesses, and participates in a wrap fee program.

Firm Information

Samuel Yawson 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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Samuel Yawson’s Registration & Firm History

MA

02/10/2022 - Present

Citizens Securities, Inc. (HADLEY MA)

MA

08/16/2018 - 03/18/2019

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

CT

11/08/2012 - 07/09/2018

PRUCO SECURITIES, LLC. (SOUTH WINDSOR CT)

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Licenses & Designations

BOTH

Issued 11/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Samuel Osapa Yawson. Review regulatory record here.
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