linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Valerie Faye Doyle

Citizens Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Valerie? Claim Your Profile

About Valerie Faye Doyle

Valerie Doyle is a financial professional with over 10 years of experience in the financial services industry. Valerie is currently registered with Citizens Securities, Inc. and is a Certified Financial Planner. Valerie has held previous positions with Axio Financial LLC, Navian Capital Securities LLC, Allianz Life Financial Services, LLC, Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Valerie's background includes experience with a variety of financial products and services including investment management, financial planning, and retirement planning. Valerie focuses on serving individuals, corporations and other businesses.

Firm Information

Valerie Doyle 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Valerie Doyle’s Registration & Firm History

MI

11/02/2021 - Present

Citizens Securities, Inc. (SOUTH LYON MI)

NY

04/23/2020 - 11/09/2020

AXIO FINANCIAL LLC (NEW YORK NY)

OH

01/13/2018 - 02/16/2020

NAVIAN CAPITAL SECURITIES LLC (CINCINNATI OH)

MN

10/30/2014 - 06/07/2017

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

MN

09/17/2012 - 10/14/2014

FIDELITY BROKERAGE SERVICES LLC (OAKDALE MN)

MN

07/19/2011 - 05/25/2012

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

Not sure if Valerie Faye Doyle is right for you?

Licenses & Designations

IA

Issued 11/23/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Valerie Faye Doyle.
Not sure if Valerie Faye Doyle is right for you?