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Sol H Chalhoub

Citizens Securities, Inc.

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About Sol H Chalhoub

Sol Chalhoub is a financial advisor with Citizens Securities, Inc. based in FAIRLAWN, OH. Sol is a registered representative with the state of Ohio, as well as Colorado, Florida, Georgia, Michigan, and North Carolina. Sol has been a registered financial advisor since 1994. Sol has been with Citizens Securities, Inc. since 2020, and previously worked at PNC Investments and Fifth Third Securities, Inc.

Firm Information

Sol Chalhoub 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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Sol Chalhoub’s Registration & Firm History

OH

10/21/2024 - Present

Citizens Securities, Inc. (MAYFIELD VILLAGE OH)

OH

11/25/2019 - 03/04/2020

PNC INVESTMENTS (MENTOR OH)

OH

06/14/2012 - 10/25/2019

FIFTH THIRD SECURITIES, INC. (CUYAHOGA FALLS OH)

OH

05/31/2011 - 06/12/2012

WELLS FARGO ADVISORS, LLC (CLEVELAND OH)

OH

12/06/2007 - 05/27/2011

KEY INVESTMENT SERVICES LLC (SOLON OH)

OH

10/15/2007 - 12/04/2007

MML INVESTORS SERVICES, INC. (CLEVELAND OH)

OH

08/01/2007 - 10/16/2007

THE HUNTINGTON INVESTMENT COMPANY (CONCORD OH)

OH

11/16/2006 - 08/01/2007

NATIONAL PLANNING CORPORATION (PEPPER PIKE OH)

OH

03/08/2005 - 11/08/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)

IN

11/16/2004 - 02/24/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

11/16/2004 - 02/24/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

OH

09/17/2002 - 11/10/2004

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

OH

03/31/2000 - 09/09/2002

OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)

OH

02/28/2000 - 05/15/2000

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

12/08/1995 - 03/15/1998

OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)

MN

07/29/1994 - 10/09/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/29/1994 - 10/09/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/19/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sol H Chalhoub.
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