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Taylor Joseph Morrison

Citizens Securities, Inc.

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About Taylor Joseph Morrison

Taylor Morrison is a financial advisor with over 17 years of experience in the industry. Taylor has experience working with various firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., and FORESIDE FUND SERVICES, LLC. Taylor is currently registered with Citizens Securities, Inc. and Clarfeld. Taylor holds the Series 6, 7, 63, and 66 securities licenses. Taylor provides financial planning, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Taylor Morrison 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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Taylor Morrison’s Registration & Firm History

MA

08/10/2023 - Present

Citizens Securities, Inc. (STOW MA)

MA

05/08/2020 - 12/31/2021

FORESIDE FUND SERVICES, LLC (Wellesley MA)

MA

10/23/2009 - 11/29/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

10/20/2004 - 10/23/2009

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

NY

05/21/2003 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/16/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2004

Series 7 - General Securities Representative Examination

BC

Issued 05/19/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor Joseph Morrison.
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