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Yaldez Abdel samed

Citizens Securities, Inc.

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About Yaldez Abdel samed

Yaldez Abdel samed is a Registered Representative and Investment Advisor Representative. Yaldez is currently registered with Citizens Securities, Inc. and has been in the industry since 2010. Yaldez has been registered with a variety of firms previously, including Key Investment Services LLC, LPL Financial LLC, ING Financial Partners, Inc., ING Financial Advisers, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Yaldez is licensed to sell securities in the following states: Arizona, California, Connecticut, Florida, Georgia, Massachusetts, New Hampshire, North Carolina, and Rhode Island. Yaldez has passed the following exams: the Series 66 - Uniform Combined State Law Examination, Series 7 - General Securities Representative Examination, and SIE - Securities Industry Essentials Examination.

Firm Information

Yaldez Abdel samed 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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Yaldez Abdel samed’s Registration & Firm History

CT

06/10/2022 - Present

Citizens Securities, Inc. (EAST HAMPTON CT)

CT

09/21/2016 - 05/30/2019

KEY INVESTMENT SERVICES LLC (WETHERSFIELD CT)

CT

09/21/2012 - 09/21/2016

LPL FINANCIAL LLC (EAST HARTFORD CT)

CT

02/07/2011 - 09/02/2011

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

CT

01/03/2011 - 02/05/2011

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

CT

07/15/2010 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

06/01/2009 - 07/15/2010

MORGAN STANLEY SMITH BARNEY (WEST HARTFORD CT)

CT

04/02/2009 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)

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Licenses & Designations

BOTH

Issued 05/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Yaldez Abdel samed. Review regulatory record here.
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