Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Staci? Claim Your ProfileStaci A. Auger is a financial advisor with Citizens Securities, Inc., based in Johnston, Rhode Island. Staci has been in the industry since 2000. She has a Series 6, 7, 24, 26, 63, SIE and Series 99TO licenses and is registered in Rhode Island. Staci has experience with high-net-worth individuals, corporations, and other businesses, and individuals. In addition to offering investment management services, Staci also provides financial planning and helps clients select other advisors. Prior to joining Citizens Securities, Inc., Staci worked at Charter One Securities, Inc. and CCO Investment Services Corp.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
RI
10/19/2005 - Present
Citizens Securities, Inc. (JOHNSTON RI)
OH
07/29/2005 - 12/02/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
RI
01/25/2000 - 08/01/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
BC
Issued 01/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/26/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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