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Sandra Jeanne Lefebvre

Citizens Securities, Inc.

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About Sandra Jeanne Lefebvre

Sandra Lefebvre is a financial professional with over five years of experience in the financial services industry. Sandra has a strong background in providing investment advice and financial planning to individual and corporate clients. Sandra is currently registered with Citizens Securities, Inc., and is licensed in all 50 states. Sandra has a proven track record of success in helping clients achieve their financial goals, and is committed to providing personalized, high-quality service.

Firm Information

Sandra Lefebvre 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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Sandra Lefebvre’s Registration & Firm History

RI

07/15/2022 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

07/15/2015 - 10/08/2020

METLIFE INVESTORS DISTRIBUTION COMPANY (WARWICK RI)

RI

07/28/2015 - 06/30/2016

METLIFE SECURITIES, INC (WARWICK RI)

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Licenses & Designations

BC

Issued 03/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2024

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/16/2024

Series 24 - General Securities Principal Examination

BC

Issued 05/14/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sandra Jeanne Lefebvre. Review regulatory record here.
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