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Stephanie Nichols Marcello

Citizens Securities, Inc.

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About Stephanie Nichols Marcello

Stephanie Marcello is a financial advisor with Citizens Securities, Inc. Stephanie has been working in the financial services industry since 2001. Stephanie is a Certified Financial Planner and holds the Series 7, Series 10, Series 24, Series 26, and Series 66 securities licenses. Stephanie is registered to provide investment advice in Rhode Island.

Firm Information

Stephanie Marcello 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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Stephanie Marcello’s Registration & Firm History

CT

06/23/2016 - Present

Citizens Securities, Inc. (OLD LYME CT)

RI

10/27/2015 - 06/03/2016

CITIZENS SECURITIES, INC. (WARWICK RI)

RI

01/29/2015 - 10/14/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

09/05/2012 - 11/26/2014

CCO INVESTMENT SERVICES CORP. (CRANSTON RI)

MA

12/11/2008 - 08/28/2012

METLIFE SECURITIES INC. (SPRINGFIELD MA)

RI

02/28/2008 - 12/03/2008

AMERIPRISE FINANCIAL SERVICES, INC. (CRANSTON RI)

RI

12/06/2006 - 01/23/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)

FL

05/10/2006 - 11/02/2006

ING FINANCIAL PARTNERS, INC. (ORLANDO FL)

TX

11/24/2004 - 04/24/2006

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

NY

08/22/2001 - 05/13/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MD

12/07/2000 - 09/04/2001

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 05/04/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/17/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/03/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/05/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephanie Nichols Marcello. Review regulatory record here.
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