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Stacey Rebecca Cunningham

Citizens Securities, Inc.

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About Stacey Rebecca Cunningham

Stacey Cunningham is a financial professional with over 20 years of experience in the industry. Stacey has been with Citizens Securities, Inc. since 2010, previously working at CCO Investment Services Corp. Stacey holds Series 7, Series 24, and Series 63 licenses, in addition to the SIE exam. Stacey has a specializations in Securities, Mutual Funds, and Annuities. Stacey is also a registered representative in Massachusetts.

Firm Information

Stacey Cunningham 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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Stacey Cunningham’s Registration & Firm History

RI

09/14/2010 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

10/03/1996 - 09/19/2008

CCO INVESTMENT SERVICES CORP. (SMITHFIELD RI)

OH

10/19/2005 - 12/02/2005

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

MA

02/20/1991 - 08/07/1991

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

01/09/1990 - 06/20/1990

BANCBOSTON SECURITIES INC.

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Licenses & Designations

BC

Issued 10/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacey Rebecca Cunningham.
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