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Megan Amber Swanson

Citizens Securities, Inc.

Concord, NH

Concord, NH

Woburn, MA

Concord, NH

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2024-12-03
FL RA APPROVED 2024-09-12
NH RA APPROVED 2024-07-10
  • ME RA
    APPROVED
    Since 2024-12-03
  • FL RA
    APPROVED
    Since 2024-09-12
  • NH RA
    APPROVED
    Since 2024-07-10

Branch Locations

88 South Street, Concord, NH 03301 • United States

One Capital Plaza Ste 4, Concord, NH 03301 • United States

6 Russell Street Ms: Ma606, Woburn, MA 01801 • United States

188 Loudon Road Ms: Nh427, Concord, NH 03301 • 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
Fidelity Brokerage Services Llc Merrimack NH 12/2017 07/2024
Fidelity Investments Merrimack NH 07/2015 12/2017
Citizens Securities, Inc. Concord NH 07/2024 Present
  • 12/2017 → 07/2024
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2015 → 12/2017
    Fidelity Investments
    Merrimack, NH
  • 07/2024 → Present
    Citizens Securities, Inc.
    Concord, NH
Previous Registrations
  • 2019-12-06 → 2024-05-14
    Fidelity Personal And Workplace Advisors
    Nashua, NH
  • 2018-09-04 → 2019-06-06
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-23
  • S66 Uniform Combined State Law Examination
    2018-05-23
Other Names
  • Megan Amber Swanson
  • Megan Swanson

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

ADAM JOSEPH RUEDIG
WILLIAM DAVIS CHAPIN
PAUL BASIL MAKRIS
PATRICK J. HENNING
TIFFANY ROSE SNOW
MITCHELL HAYES
KATHERINE ROSE KIPPEN
Evan Basil Makris

Other Offices

UBS FINANCIAL SERVICES INC. · CONCORD, NH
FOCUS PARTNERS WEALTH, LLC · Concord, NH
EDWARD JONES · CONCORD, NH
MARINER · Concord, NH
MARINER · Concord, NH
BROOKSTONE CAPITAL MANAGEMENT LLC · Concord, NH
RBC CAPITAL MARKETS, LLC · CONCORD, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Concord, NH

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