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Theodore Rampini

Citizens Securities, Inc.

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About Theodore Rampini

Theodore Rampini is a registered representative with Citizens Securities, Inc.. Theodore has been in the securities industry for over 10 years and has been with Citizens Securities since January 2021. Theodore has a Series 7, Series 63, Series 6, and Series 65. Theodore's previous employers include Santander Securities LLC and Securities Service Network, Inc. Theodore's current registrations are active in Connecticut, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, and Rhode Island.

Firm Information

Theodore Rampini 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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Theodore Rampini’s Registration & Firm History

RI

01/14/2021 - Present

Citizens Securities, Inc. (JOHNSTON RI)

RI

03/28/2017 - 12/07/2020

SANTANDER SECURITIES LLC (PROVIDENCE RI)

MA

11/20/2008 - 10/28/2009

SECURITIES SERVICE NETWORK, INC. (ATTLEBORO MA)

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Licenses & Designations

IA

Issued 11/17/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Rampini.
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