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Colleen M Donahue

Citizens Securities, Inc.

Johnston, RI

CRD 2509714

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2009-11-02
  • RI RA
    APPROVED
    Since 2009-11-02

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cco Investment Services Corp. Smithfield RI 11/2009 Present
  • 11/2009 → Present
    Cco Investment Services Corp.
    Smithfield, RI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-05
S63 Uniform Securities Agent State Law Examination 1996-03-14
  • S65 Uniform Investment Adviser Law Examination
    2003-08-05
  • S63 Uniform Securities Agent State Law Examination
    1996-03-14

View on SEC IAPD

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