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Susan Catherine Heinrich

Citizens Securities, Inc.

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About Susan Catherine Heinrich

Susan Catherine Heinrich is a financial advisor working with Citizens Securities, Inc. Susan has been in the industry since 2005. Susan is registered in the state of Massachusetts, New Hampshire. Susan's current registrations include Series 66, Series 63, and Series 24. Susan is also qualified to provide financial planning and portfolio management services for both businesses and individuals.

Firm Information

Susan Heinrich 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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Susan Heinrich’s Registration & Firm History

MA

07/15/2014 - Present

Citizens Securities, Inc. (Woburn MA)

MA

09/19/2012 - 07/02/2014

SANTANDER SECURITIES LLC (DORCHESTER MA)

MA

05/27/2008 - 09/19/2012

LPL FINANCIAL LLC (BOSTON MA)

MA

10/18/2006 - 05/27/2008

IFMG SECURITIES, INC. (BOSTON MA)

MA

07/21/2005 - 08/17/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)

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Licenses & Designations

BOTH

Issued 07/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Catherine Heinrich.
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